Solving the Financial Puzzle

Ep 163: Flirting with Financial Disaster

April 8, 2021

Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll identify five key areas where people don’t pay enough attention and end up flirting with disaster.

 

Read more and get additional financial resources here: https://www.moneyandclarity.com/2021/04/ep-163-flirting-with-financial-disaster/

 

What we discuss on this episode: 

2:24 – Out of date legal documents

7:21 – Incorrect beneficiaries

10:15 – Ticking tax time bomb

14:43 – Long-term care expenses

19:12 – The 60/40 portfolio