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 71: Good News, Bad News in Financial Planning
Ep 70: Know Thyself: How Looking Inward Can Lead To Major Financial Impacts
Ep 69: The Three Qualities of Money
Ep 68: Retirement Statistics That Might Surprise You
Ep 67: Which Retirement Lifestyle Is Right For You?
Ep 66: End-of-Year Financial Planning
Ep 65: What to Know About Biden’s Tax Proposals
Ep 64: Finding the Right Advisor
Ep 63: Don’t Assume the Customer Is Always Right
Ep 62: Is Diversification Just For Suckers?
Ep 61: Would You Pass This Retirement Preparedness Quiz?
Ep 60: Answering Your 401(k) FAQs
Ep 59: Mailbag: Should I Move My Investments To Cash Right Now?
Ep 58: Reframing the Social Security Conversation
Ep 57: Retirement Ready...or Not?
Ep 56: Financial Stuff You Should Know
Ep 55: Hindsight is 20/20 in Financial Planning
Ep 54: Do You Need a Trust?
Ep 53: This One is On The House
Ep 52: Are These Financial Rules Legit?
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast