We all tend to procrastinate from time to time, even when it comes to our finances. However, there are many things that we don’t want to put off addressing in our financial plan. On today’s episode, Phil will discuss 5 financial decisions that people tend to put off and whether it is okay to do so.
Read and get additional financial information: https://philstaxhacks.com/podcast/ep-104-can-you-put-off-these-financial-decisions/
What we discuss today:
0:39 – Catching up with Phil
1:59 – Deferring taxes
4:50 – Waiting to eliminate debt
6:48 – Legal and estate documents
9:30 – Delaying the start of social security
11:57 – Getting a plan
Patience Pays: The Power of Delayed Gratification
Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
How To Successfully Climb The Retirement Mountain
End of Year Financial Planning For 2023
Money Mistake You’ll Regret And How To Avoid Them
Understanding Continuing Care Retirement Communities (CCRCS)
Retirement Planning’s “Hidden” Questions
Retirement Planning for High-Net-Worth Individuals
The Universal Truths in Retirement Planning (Part 2)
The Universal Truths in Retirement Planning (Part 1)
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Retirement: Ready Or Not, Here It Comes
Breaking Up is Hard: Navigating the Transition to a New Financial Advisor
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
Spotting Problematic Personalities of Rogue Advisors (Part 2)
Spotting Problematic Personalities of Rogue Advisors (Part1)
Countdown Clarity: Timing Your Retirement Preparations
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