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Putting Things Off In Retirement Planning

Retirement Investing Planning


On This Episode

There are lots of financial decisions that people tend to push off to a later date. Usually, procrastination is not your friend, but in today’s episode, we’re going to explore whether putting off certain financial matters is a good or bad strategy. Stay tuned as we chat about deferring taxes, eliminating debt, setting up legal and estate documents, and more!

Throughout this conversation, you’ll gain a deeper understanding of the nuances surrounding these decisions and how they can impact your overall financial well-being. Mark encourages listeners to seek advice from a certified financial planner, who can break down complex financial concepts and offer practical insights and guidance tailored to your unique situation.

Here’s what we discuss in today’s show: 

  • Deferring taxes can be beneficial upfront, but they will eventually need to be paid
  • There are good and bad kinds of debt
  • The benefits of having a simple will in place
  • Understanding when to start taking Social Security benefits

Thanks for joining us! We’ll be back for another show every other Thursday.

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