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 151: How Money Ads Get Your Attention
Ep 150: Getting Your Financial Decisions Right the First Time
Ep 149: How Procrastination Dooms Your Financial Future
Ep 148: Going Against the Grain
Ep 147: A Deep Dive Into RMDs (Part 2)
Ep 146: A Deep Dive Into RMDs (Part 1)
Ep 145: A Tough Conversation – Retirement and Divorce
Ep 144: Retirement Pop Quiz – Can You Get an A+?
Ep 143: Mailbag - Rates of Return, TSP Investments, and More
Ep 142: Surviving a Bear Market - What Do the Experts Say?
Ep 141: The Enhance Your Retirement Now Act
Ep 140: Investor Beware: Advisor Red Flags
Ep 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level
Ep 138: Top 10 Financial Debates - Part 2
Ep 137: Top 10 Financial Debates – Part 1
Ep 136: Are These Retirement Statistics Encouraging or Discouraging?
Ep 135: The Secret to Retirement Success
Ep 134: Countdown to Retirement
Ep 133: Can I Retire at 55?
Ep 132: Reasons You SHOULD Get Life Insurance
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