
Episodes

Thursday Sep 23, 2021
Ep 49: Mind the Gap
Thursday Sep 23, 2021
Thursday Sep 23, 2021
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/
Key Points:
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
Version: 20221013
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