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 131: The Most Important Retirement Birthdays
Ep 130: Common Housing Questions from Retirees
Ep 129: Financial Jargon: Designations and Education
Ep 128: Financial Jargon: Terms & Definitions
Ep 127: Recognizing the Voice of Greed
Ep 126: Guessing in Retirement Planning
Ep 125: Murky Issues in Retirement
Ep 124: State of the Market and Current Inflation
Ep 123: What is the Most Important Part of Retirement Planning?
Ep 122: Values-Based Planning
Ep 121: Planning for the Things We Can’t Predict
Ep 120: How Much Are Your Money Biases Costing You?
Ep 119: How Do Kids Factor into Retirement Planning?
Ep 118: Don’t Fumble in the Retirement Red Zone
Ep 117: What They’re Saying - 2022 Economic Predictions
Ep 116: How “The Great Resignation” Could Impact You
Ep 115: 22 Money Resolutions for 2022 Part 2
Ep 114: 22 Money Resolutions for 2022 Part 1
Ep 113: Mailbag – Retiring Early, Risk, and More
Ep 112: Retirement Late Bloomers
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