Check Your Balances

Is the Financial Plan Too Focused on Retirement?


Listen Later

Does the average financial plan have "retirement tunnel vision," with a focus on pouring every spare dollar into your retirement accounts. We're all told to save for the future, but what happens when that focus makes us 'house poor' or 'life poor' today? Big goals like buying a home, funding college, or starting a business can't always wait until you're 65. Is it possible to be too focused on saving for your golden years?


#retirement #financialplanning #balance

Send us Fan Mail

Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

...more
View all episodesView all episodes
Download on the App Store

Check Your BalancesBy Ross Anderson, CFP® and Daniel Messeca, CFP®

  • 5
  • 5
  • 5
  • 5
  • 5

5

64 ratings


More shows like Check Your Balances

View all
Afford Anything | Make Smart Money Choices by Paula Pant, Personal Finance Expert | Cumulus Podcast Network

Afford Anything | Make Smart Money Choices

3,565 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,228 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,242 Listeners

Rule Breaker Investing by The Motley Fool

Rule Breaker Investing

938 Listeners

Investing Insights by Morningstar

Investing Insights

518 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,956 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

298 Listeners

Optimal Finance Daily - Financial Independence and Money Advice by Optimal Living Daily | Diania Merriam

Optimal Finance Daily - Financial Independence and Money Advice

1,261 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

694 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,081 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

451 Listeners

The Long View by Morningstar

The Long View

934 Listeners

Personal Finance for Long-Term Investors - The Best Interest by Jesse Cramer

Personal Finance for Long-Term Investors - The Best Interest

158 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,615 Listeners

Money Unplugged with Chris Hill by Chris Hill

Money Unplugged with Chris Hill

93 Listeners