In this episode you’ll discuss a few common areas of financial planning that tend to sneak up on people when it comes to retirement.

Nick and Connie will give you a few pointers to evaluate your retirement plan and prevent being caught off guard.

[2:15] Are your legal documents in order?

[5:00] Are your beneficiary designations correct?

[7:03] Are you building up a tax time bomb?

[9:56] Are you considering long term care expenses?

[13:08] Have you organized your money for when it needs to be spent? The 60/40 plan may not be the best.

[15:50] Get to know Nick and Connie - What are they looking forward to in the next 10 years?

Lifestyle Planning