The Game Plan
If you are thinking of retiring early or are planning for long-term care, you want to make sure you have all your bases covered. Too often we find gaps in portfolios that can create so major issues down the road.
Preparing for these situations will leave you with better options in the future. Today, Dale is going to discuss some common financial gaps that we may see after retirement and what we can do to plan for these.
Knowing where you will get the money to pay for certain life events is crucial to a healthy retirement plan, and that’s why we’re helping you close that gaps.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[0:53] – Catching up with Dale
[3:23] – Minding the gap
[4:15] – Paycheck gap
[5:57] – Social security and Medicare
[10:10] – Inflation gap
[12:13] – Long term care
[14:48] – Widows gap
[17:05] – Paying more taxes