Financial Choices Matter

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Quit Cutting Corners In Financial Planning

November 18, 2021

Let’s look at the ways that some people try to cut corners in their retirement planning.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

0:38 - Thanksgiving

2:54 - Main Topic: Quit Cutting Corners In Financial Planning

3:33 - Getting Legal Documents In Place

6:53 - Not Getting Organized

8:57 - Avoiding Long Term Care Discussion

13:21 - Mailbag: Elizabeth Asks If She Should Rollover Her Pension Fund

16:41 - Mailbag: Mary Asks If It's Wise To Start Budgeting