Life happens. That’s why the greatest value of financial planning is not the plan itself, but the adjustments that are made along the path to, and through, retirement. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss the importance of having a financial plan that can adapt as your goals change over time, and the process that can help you make wise financial decisions—no matter what surprises life throws your way.
Season 5 Episode 26
Adult Children Are Impacting Parents Retirement
The Roth 401(k) Tax Trap
Risks, Rewards, and Regrets of the FIRE Movement
Financial Lessons from March Madness
The Four Laws of Rental Real Estate
Most Valuable Planning Concept - Estate Planning
Most Valuable Planning Concept - College Planning
Most Valuable Planning Concept - Retirement Planning
Most Valuable Planning Concept - Investment Planning
Most Valuable Planning Concept - Tax Planning
Most Valuable Planning Concept - Protection Planning
Most Valuable Planning Concept - Present Financial Position
The 20-Year Term Life Insurance Mistake
Converting Your RMD into a Tax Penalty
The Financial Do's and Don'ts Before Having a Baby
Seven Promises For This Year's Taxes
The Retirement Spending Gap
Retirement Withdrawal Strategies
The Dangers of Preparing Your Own Tax Return
Should You Retire at the Same Time as Your Spouse?
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