Apr 22, 2021
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://savingtheamericandreampodcast.com/retirement-strategy/ep-7-are-you-flirting-with-financial-disaster/140/
What we discuss on this episode:
1:55 – Out-of-date legal documents
4:06 – Incorrect beneficiary designations
6:15 – Tax time bomb
12:50 – 60/40 portfolio