Phil’s Tax Hacks

Ep 80: Are You Flirtin’ with Financial Disaster?

April 1, 2021

How do you know if you’re flirting with financial disaster? On today’s episode of the podcast, Phil goes over four big areas where things can really go awry if they are not properly handled when it comes to your finances.


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What we discuss on this episode: 

1:28 - Outdated legal documents.

5:14 - Incorrect beneficiary designations.

9:14 - The tax time bomb.

13:09 - Sticking with the classic 60/40 portfolio, even if it’s not a good fit.