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.


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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2:24 – Out of date legal documents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