Financial gaps will happen without a detailed assessment of your retirement plan, and that can keep you from living confidently in retirement. Let's look at the most common ones we see in plans and what we do to help fill those gaps.
Read more and get additional information: https://retirementplaybookpodcast.com/retirement-strategy/ep-49-mind-the-gap/1502/
0:53 – Catching up with Dale
3:23 – Minding the gap
4:15 – Paycheck gap
5:57 – Social security and Medicare
10:10 – Inflation gap
12:13 – Long term care
14:48 – Widows gap
17:05 – Paying more taxes
Are you missing these financial red flags? Depending on how you answer these questions, this may be your sign to speak to a financial advisor about planning and diversifying your portfolio correctly.
Read more and get additional financial information: https://retirementplaybookpodcast.com/retirement-strategy/ep-48-red-flags-in-your-finances/1496/
2:00 – Can you name all your investments?
4:49 – How often do you meet with your financial advisor?
7:56 – Can you handle account balances moving?
9:51 – How much do you need to maintain your lifestyle?
12:05 – Can you describe your retirement plan?