Ep 43: Are You Flirting With Financial Disaster?


Manage episode 290581947 series 2709707
By Dave Elizondo. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two words you want associated with each other.

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-42-are-you-flirting-with-financial-disaster/

What we discuss on this episode:

2:21 – Out-of-date legal documents

4:22 – Incorrect beneficiary designations

10:42 – Tax time bomb

15:13 – Long-term care expenses

17:10 – 60/40 portfolio

93 episodes