Financial Flight Plan Podcast

We'll go over some of the financial mistakes we see all too often.

We'll talk about the importance of a clean financial portfolio. We'll also compare finances to a cluttered closet.

We'll talk about some common mistakes people make when naming a beneficiary.

We'll talk about how your emotions might be affecting your approach to retirement.

We'll talk about some of the simple mistakes you can avoid.

Any good pilot knows to follow a detailed checklist when preparing to take flight. We'll apply that principal to retirement and hear what kind of checklist you should have prepared before you reach the end of your working years.