Does Your Financial Plan Account for the Four Ds?

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Manage episode 193277419 series 79150
Thông tin tác giả Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services được phát hiện bởi Player FM và cộng đồng của chúng tôi - bản quyền thuộc sở hữu của nhà sản xuất (publisher), không thuộc về Player FM, và audio được phát trực tiếp từ máy chủ của họ. Bạn chỉ cần nhấn nút Theo dõi (Subscribe) để nhận thông tin cập nhật từ Player FM, hoặc dán URL feed vào các ứng dụng podcast khác.

Make sure your financial plan accounts for what you don’t want to happen A good financial plan takes into account the 4 Ds (death, disability, divorce, debt) and plans around them. Doug and John Ross, estate planner and elder law attorney, stress the importance of planning for the unexpected. John is a co-host of the weekly podcast Big Picture Retirement. He shares some insights on what many people fail to do when preparing for retirement and old age. Chief among these failures is not choosing a power of attorney (POA). John explains what the most important aspects of retirement planning are, and he lays the groundwork for planning for retirement.

How to get control of your money (when you have money)

Doug presents a checklist called How You Can Get Control of Your Money (When You Have Money). He covers the common stumbling blocks people face when managing their money. If you can’t seem to get a grip on your finances, then this download is a must-read. Free Download: How You Can Get Control of Your Money (When You Have Money). Learn more about John Ross at Aging Insight and the Big Picture Retirement podcast. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

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