Nov 18, 2021
We’ve all done it before, but when it comes to our finances, we don’t want to cut corners. This can leave us blindsided once we are in retirement. If you feel behind on your retirement savings, you may be tempted to take on more risk which can be a way people cut corners and end up losing money.
Are your legal documents established and up to date? Do you have a plan for long-term care? Your finances need to be organized and we can’t cut corners on the important details. Join us today as Donna goes over 5 areas where people tend to cut corners and how we can avoid doing so in the future.
Get additional financial information: https://sephtonfinancial.com/2021/11/ep-5-quit-cutting-corners-in-your-finances/
What we discuss today:
1:08 – Getting ready for Thanksgiving
2:22 – Taking on too much risk
7:25 – Legal documents
9:41 – Being organized
11:41 – Ignoring details or investments
12:55 – Long term care