What Creates A Sense of Urgency With Your Financial Plan?

Have you been procrastinating putting together a financial plan or do you have a sense of urgency? What events may prompt you to act quickly?

 

Read more and get additional financial resources here: https://petersonfg.com/what-creates-a-sense-of-urgency-with-your-financial-plan/ 

 

What we discuss on this episode: 

1:23 - The loss of a job creates a sense urgency.

3:29 - Do you have to make a decision about an early retirement buyout?

4:58 - Have you been procrastinating about retirement coming?

6:28 - Maybe an illness has changed your trajectory. 

7:47 - The death of a spouse changes things.

9:30 - You don’t want a market crash to alter your retirement plans.