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2:24 – Out of date legal documents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
Version: 20221013
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