Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.
Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-101-red-flags-in-your-financial-plan/
Watch the video podcast: https://youtu.be/-8SUd_vExGo
What we discuss on this episode:
0:27 - Marc has a new studio set-up!
1:05 - How is Phil?
1:32 - What red flags should you look for?
2:05 - Can you name all the investments in your portfolio?
3:51 - How often should you talk with your advisor?
7:48 - Are your accounts going up and down?
9:40 - How much do you need to maintain your lifestyle?
12:14 - Could you describe your financial plan?
Ep 51: Simple Mistakes That Could Ruin Retirement
Ep 50: The Financial Risks to Living Longer
Ep 49: Building Your Financial House
Ep 48: Financial Planning Following the Loss of a Spouse
Ep 47: Classic Pre-Retiree Mistakes to Avoid
Ep 46: Survival Guide - Preparing for the Next Market Crash
Ep 45: Investing Like a Genius
Ep 44: Do You Say One Thing Then Do Another?
Ep 43: 4 Financial Pre-Retirement Milestones
Ep 42: Traditional IRA vs. Roth IRA
Ep 41: Should You Follow Dave Ramsey’s Advice?
Ep 40: Critical Retirement Planning Mistakes
Ep 39: Financial Terms You Should Know During A Pandemic
Ep 38: Playing the Financial Crossword Puzzle
Ep 37: Best Intentions But Bad Advice?
Ep 36: Financial Truths You Can Depend On
Ep 35: Should You Take Money Out of Retirement Accounts While It's Penalty-Free?
Ep 34: How to Avoid Getting Lost in the Financial World
Ep 33: Coronavirus Update - CARES Act and Taxes
Ep 32: Preparing for the Stages Leading Up to Retirement
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