Phil’s Tax Hacks

Ep 150: Getting Your Financial Decisions Right the First Time

September 15, 2022

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.

It can be tough to know exactly how much risk you should be taking as you prepare your financial plan, but it helps to know what you need to get right the first time. For example, you may have put off getting life insurance, but it’s more affordable the younger you are.

Listen to learn more on life insurance and some other tips that will help set you up for a smoother retirement.

Join us on today’s episode as we break down these major topics:

  • When should you start social security? (2:04)
  • Everything you need to know about the Spousal Benefit through a Pension. (7:38)
  • Here are the reasons you should start life insurance as early as possible. (11:17)
  • What if you retire…then end up needing to go back to work? (13:57)

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