Financial Choices Matter

Getting It Right: Irreversible Financial Decisions


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There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

0:35 - Main Topic: Irreversible Financial Decisions

1:29 - Social Security

4:30 - Spousal Benefits For A Pension

6:01 - Getting Life Insurance

8:59 - Choosing A Retirement Date

10:57 - Mailbag: Grace Asks About Keeping Finances Separate In A Marriage

14:06 - Upcoming Webinar

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Financial Choices MatterBy Charles Scott