Ep 74: Getting More Involved in Retirement Planning

Are you in the know or in the dark when it comes to your financial plan? Is your spouse the one making the calls or are you doing it together? Let’s talk about the steps you can take to get more involved in your family’s finances.

 

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-74-getting-more-involved-in-retirement-planning/ 

 

Watch the video podcast: https://youtu.be/iNFtHkLgnHc 

 

What we discuss on this episode: 

0:21 - How do we encourage women to be more involved in financial decisions?

2:51 - How would you handle the worst-case scenario?

5:22 - If you don’t know how to access your accounts, what would you do?

8:38 - Do you have the general idea of what’s happening with your financial plan?

10:29 - When should you DIY and when can you benefit from the support of a third party?