Phil’s Tax Hacks

Ep 95: Things That Don’t Matter…Until They Do

July 22, 2021

There are a lot of things that don’t feel important, until you suddenly need them. What items do you need to be thinking about now, before it’s too late? On today’s podcast, Phil talks through the four things you want to take care of sooner rather than later.


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What we discuss on this episode: 

0:25 - What’s lake life like for Phil?

1:24 - What doesn’t matter financially?

2:55 - Legal documents are important.

6:18 - Guarding against long-term care expenses.

10:45 - Do you have life insurance?

12:26 - What are your lifetime income streams?