Straight To The Point:

If you’ve ever worked with a financial planner, you already know that the process never stops. It’s always changing and evolving to meet your personal needs and goals as life changes.

But there are areas that can easily get overlooked or pushed aside to a later date. These items could become much bigger problems if they aren’t taken care of so we want to make sure you’re aware of five key planning areas. On this episode, we’ll take you through each one and explain where the trouble could be hiding.

Listen to the full episode using the audio player above or click on the timestamps below to skip to a particular topic.

2:12 – Out of date legal documents

6:01 – Beneficiaries

9:31 – Tax time bomb

13:03 – Longterm care expenses

17:31 – The 60/40 investing portfolio


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

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Many of our clients ask about annuities and whether they’re a good option to create income in retirement. If you’re in that same position, you’ll want to hear our detailed breakdown of this product, the pros and cons, and who would be a good fit for an annuity.