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Why Should You Plan For Retirement With A Sense Of Urgency?


On This Episode:

Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency.

Show Notes:

1:43 - Mailbag Question from Blair: Why am I not in a lower tax bracket in retirement?

5:45 - Sense of Urgency: Scenario 1 - Loss of a job

7:09 - Sense of Urgency: Scenario 2 - Receiving a retirement buyout offer

8:39 - Sense of Urgency: Scenario 3 - Procrastination in planning for retirement

11:20 - Sense of Urgency: Scenario 4 - Death of a spouse

13:07 - Sense of Urgency: Scenario 5 - Market takes a dip

15:07 - Charles makes an important announcement about financial education

17:25 - Getting to know Charles - What area is Charles an expert in outside the financial world?