• Don't Let These Financial Surprises Trip You Up!

  • Apr 30 2024
  • Length: 20 mins
  • Podcast

Don't Let These Financial Surprises Trip You Up!

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  • Summary

  • Financial surprises can creep up on even the most organized people, causing everything from minor annoyances to major issues.

    On the latest episode of Wisdom and Wealth, we’re diving into some common financial surprises and how you can take steps to avoid them. We'll provide you with some key takeaways to help optimize your financial world!

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:14 - There are a variety of negative financial surprises that can arise

    3:33 - The transition into retirement and some surprises that can occur

    5:56 - How living longer can create financial surprises

    7:58 - How prepared are you with your liquidity and insurances?

    10:05 - The financial surprises associated with home ownership

    12:05 - Asset protection planning and how it can help avoid financial surprises

    14:22 - Working with a team of professionals to assist in financial planning efforts

    16:57 - How to get in touch with Frank and his team

    18:36 - Closing remarks
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