No matter who walks into our office to build a financial plan, there will always be a set list of items that need to be addressed. But from there, the rest of the plan could account for any number of individual scenarios. Today we’ll look at a few of the unique situations that don’t come up for every plan and share our approach to working through them.

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:19 – Welcome Eric Hogarth, CFP®

2:17 – The age gap

4:27 – Early retirement

7:19 – Lack of liquidity

11:00 – Planning after divorce

12:49 – How we can help