From managing cash reserves to understanding Social Security, this episode covers some of the most important areas of planning that will help you take the steps to secure your financial future.
Life insurance is a product we get asked about all the time as people are trying to determine if they need to hold on to an old policy or even bother getting one at all. We get this question all the time and there have been a couple different scenarios come up recently that we wanted to bring to the show. So we’ll address those and go through the reasoning behind what we’ve discussed with clients.
Taking an early retirement is tempting, but have you considered your health insurance options? Matt reviews your coverage options in lieu of Medicare.