Episode 7: Flirting With Disaster
In this episode you’ll discuss a few common areas of financial planning that tend to sneak up on people when it comes to retirement.
Nick and Connie will give you a few pointers to evaluate your retirement plan and prevent being caught off guard.
For more information, visit Brindle & Bay.
[2:15] Are your legal documents in order?
[5:00] Are your beneficiary designations correct?
[7:03] Are you building up a tax time bomb?
[9:56] Are you considering long term care expenses?
[13:08] Have you organized your money for when it needs to be spent? The 60/40 plan may not be the best.
[15:50] Get to know Nick and Connie - What are they looking forward to in the next 10 years?