On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. The good news for anyone that feels they’ve overlooked any of these items is that they are all correctable by taking the time with an advisor to do some proper planning.
Here are some of the things we’ll address in this episode:
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
Ep 97: Why You Need Retirement Customization
Ep 96: The SECURE Act 2.0
Ep 95: Things That Don’t Matter…Until They Do
Ep 94: What Retirement Are You Living For?
Ep 93: 5 Things to Know About Decumulation
Ep 92: What is Your Spending Personality?
Ep 91: Planning Through Uncommon Sense
Ep 90: Not Your Father’s Retirement
Ep 89: The Three Worlds of Money
Ep 88: 5 Words That Describe Retirement
Ep 87: Playing the ‘What if?’ Financial Game
Ep 86: Do Retirees Really Need Life Insurance?
Ep 85: Financial Planning in President Biden's America
Ep 84: Frequently Asked Questions About Bonds
Ep 83: Financial Fact or Fiction?
Ep 82: How Long Would A Million Bucks Last in Retirement?
Ep 81: What Can We Learn From Will Rogers?
Ep 80: Are You Flirtin’ with Financial Disaster?
Ep 79: When Crisis Meets Opportunity
Ep 78: March Madness and Retirement Planning
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