Stop Sabotaging Your Retirement Plans – Referencing a recently published article from Sarah Newcomb, PhD, Chris Boyd and Jeff Perry review a number of subjects that can put your retirement plan in jeopardy. Chris and Jeff start off the episode with a reminder that everyone should have their estate plan in place long before retirement. Jeff reflects on the advice he provides both as an attorney and financial planner. The conversation moves on to the topic of how a family home can be either a burden or a benefit to a retirement plan. To wrap up this segment, Chris and Jeff discuss the personal and financial costs of enabling a child or family member. While a sensitive and diverse issue, Chris and Jeff reflect and offer advice on how these difficult and emotional situations should be addressed.

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https://www.wealthenhancement.com/s/advisor-teams/amr