Investing

Monthly show that discusses the problems most people face when planning for their financial future. Special emphasis is placed on tax planning, especially for small business owners. With CFP Nikki Earley of Money & Clarity, based in Cincinnati, Ohio.

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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2:24 – Out of date legal documents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