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Ep 34: Getting It Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

If you don’t have a well-conceived plan in place and end up walking away from your paycheck earlier than you should, it’s true that you can always go back to work in some capacity later. But realistically it’s usually very difficult to re-enter the workforce, especially if you’re looking for the same salary that you had when you left.

Listen to learn which financial decisions you should be aware of so you can retire knowing you didn’t miss out on any financial opportunities.

Here’s some of what you’ll learn in this episode:

  • Should you start taking social security as soon as you can? (1:56)
  • What are the perks of taking the spousal benefit option if your partner has a pension? (4:24)
  • Why you should get life insurance early in life. (6:12)
  • What to consider when choosing a retirement date. (8:16)

If you’re ready to start putting off your financial planning, we make it easy to set up a time to meet and have that first appointment. Visit our online calendar here to begin.


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