We all tend to procrastinate from time to time, even when it comes to our finances. However, there are many things that we don’t want to put off addressing in our financial plan. On today’s episode, Phil will discuss 5 financial decisions that people tend to put off and whether it is okay to do so.
Read and get additional financial information: https://philstaxhacks.com/podcast/ep-104-can-you-put-off-these-financial-decisions/
What we discuss today:
0:39 – Catching up with Phil
1:59 – Deferring taxes
4:50 – Waiting to eliminate debt
6:48 – Legal and estate documents
9:30 – Delaying the start of social security
11:57 – Getting a plan
The Tax Proposals of 2024’s Candidates
How Advisors Get Paid And Why It Matters
For Couples, Retirement is a Team Sport
5 Common Retirement Regrets
Target Date Funds: The Good, The Bad, The Ugly
Your Guide To Medicare’s Open Enrollment Period
How Kids and Grandkids Affect Retirement
Understanding Recent Market Volatility and Its Impact on Your Retirement
Could Home Equity Conversion Mortgages Unlock Retirement Wealth?
Avoiding Scandal: Lessons from the James McDonald Fraud Case
The S&P 500 and The Mag 6?
Be Careful Who You Listen To (Getting The Right Financial Advice)
Retirement Planning “Aha” Moments
To Trust Or Not To Trust... Are They Right for You?
Financial Fees - Getting to the Bottom Line
It’s Time To Talk Crypto
All In One Basket? The Risks of Sector Investing
The IRS Gave Us A Gift (Or Did They?)
Long-Term Care and Life Insurance: The Basics You Must Know!
Retiree Health Insurance: The Basics You Must Know!
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