Putting Things Off In Retirement Planning
Retirement Investing PlanningListen:
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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