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Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today's episode, we spotlight some of the single oversights that could send your dreams to the bottom.
We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.
And don't forget to stick around for this week's two-minute warning, where Dorothy asks for advice on financial gifting options to support their daughter, who needs to take time off work due to a new grandbaby's extended hospital stay.
Here's some of what we discuss in this episode:
0:00 – Intro
1:57 – Outliving your money
4:10 – Inflation creep
9:00 – Healthcare expenses
11:39 – The stock market
15:00 – Rising taxes
19:26 – Listener question
Get in touch:
Phone: 661-775-3704
Book an appointment with us: https://mearsmoneymanagement.as.me/schedule.php
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM
By John MearsImagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today's episode, we spotlight some of the single oversights that could send your dreams to the bottom.
We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.
And don't forget to stick around for this week's two-minute warning, where Dorothy asks for advice on financial gifting options to support their daughter, who needs to take time off work due to a new grandbaby's extended hospital stay.
Here's some of what we discuss in this episode:
0:00 – Intro
1:57 – Outliving your money
4:10 – Inflation creep
9:00 – Healthcare expenses
11:39 – The stock market
15:00 – Rising taxes
19:26 – Listener question
Get in touch:
Phone: 661-775-3704
Book an appointment with us: https://mearsmoneymanagement.as.me/schedule.php
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM