Ep 32: Getting It Right: Irreversible Financial Decisions

Nov 8

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone.

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In this episode:

[2:21] Irreversible Decision #1: Social Security Claiming

[3:40] Irreversible Decision #2: Electing Spousal Benefits on your Pension

[6:23] Irreversible Decision #3: Getting Life Insurance

[8:07] Irreversible Decision #4: Choosing Your Retirement Date

[10:02] Irreversible Decision #5: Having Your Estate Documents Completed

[11:17] Irreversible Decision #6: Waiting to Start Planning

Nicolas Davis