Financial Symmetry: Balancing Today with Retirement

When Retirement Is Derailed by a Terminal Illness, Ep #173


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We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans.

Today, we discuss the top concerns that are often overlooked for those facing a terminal diagnosis. 

This is a difficult, yet important, subject to address. Investment strategies, tax strategies, and estate planning may not be at the forefront of your mind during this challenging time period, however, doing the legwork now will set your loved ones up for success after your passing.

You won’t want to miss this episode if you or a loved one has recently experienced a terminal diagnosis. 

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📰 See the full show notes here [including a Terminal Illness Checklist]

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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

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