Straight To The Point:

So many things in our lives are forgotten about as we move through the rush of daily life, but we’re so glad to have them when we need them.Think about your smoke alarm or the airbag in your car. They might not matter to you 95% of the time, but that five percent can greatly impact you if they aren’t working.

Many things in the financial world are like this and an advisor is there to make sure everything is buttoned up in the event that these items come into play during your retirement. Let’s look through four different planning areas that don’t matter until they do.

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


2:56 – Legal Documents

5:45 – Long Term Care

8:36 – Life Insurance

10:58 – Lifetime Income Streams


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.