
Sign up to save your podcasts
Or


As Halloween approaches, it's not just ghosts and ghouls that can be scary—financial planning can have its own terrifying elements. Join Mike Morton and Matt Robison as they demystify the top five fears in managing money. The risk of running out of funds in retirement, the uncomfortable reality of planning for death and inheritance, the rising costs of healthcare in old age, the trap of debt and poor credit, and the unpredictability of market volatility would make anyone scream in horror.
However, facing these fears is possible with the right strategies: creating a detailed retirement plan, establishing essential estate documents to protect your family, exploring healthcare cost solutions like long-term care insurance, committing to a realistic debt reduction plan, and building a financial safety net for market downturns. By taking proactive steps and making small, consistent changes, you can alleviate the fear around financial planning and approach the future with confidence. Remember, while Halloween is all about scares, your financial future shouldn’t be! 🎃
Are you ready to create your ideal lifestyle? Let’s Connect.
Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
By Mike Morton, CFP®, RLP®, ChFC®4.8
2121 ratings
As Halloween approaches, it's not just ghosts and ghouls that can be scary—financial planning can have its own terrifying elements. Join Mike Morton and Matt Robison as they demystify the top five fears in managing money. The risk of running out of funds in retirement, the uncomfortable reality of planning for death and inheritance, the rising costs of healthcare in old age, the trap of debt and poor credit, and the unpredictability of market volatility would make anyone scream in horror.
However, facing these fears is possible with the right strategies: creating a detailed retirement plan, establishing essential estate documents to protect your family, exploring healthcare cost solutions like long-term care insurance, committing to a realistic debt reduction plan, and building a financial safety net for market downturns. By taking proactive steps and making small, consistent changes, you can alleviate the fear around financial planning and approach the future with confidence. Remember, while Halloween is all about scares, your financial future shouldn’t be! 🎃
Are you ready to create your ideal lifestyle? Let’s Connect.
Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

229,650 Listeners

30,851 Listeners

39,223 Listeners

3,257 Listeners

1,954 Listeners

803 Listeners

1,314 Listeners

38,062 Listeners

551 Listeners

897 Listeners

676 Listeners

8,724 Listeners

827 Listeners

1,418 Listeners

428 Listeners