Financial Forum Podcast

Ep 21: Things People Think They Know (But Don’t!)

April 2, 2020

When it comes to your financial plan, are your plans based on financial expertise or your assumptions? It’s hard to recognize our own weaknesses or deficiencies, but in reality, there are many key areas where people trip up.


Read more and get additional resources here: 


Today's rundown: 

1:11 - How much income do I truly need in retirement?

3:15 - How much investment risk should we be taking?

5:44 - How do I address possible long-term care expenses?

7:15 - Won’t I pay less in taxes in retirement?