Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone.

Here’s some of what you’ll learn on this episode:

• Why claiming Social Security at 62 isn’t always the right decision. (1:58)
• What’s important to know about spousal benefits on a pension. (4:50)
• Reasons for getting life insurance and why you should decide soon. (8:46)
• Choosing the appropriate retirement date can keep you from having to go back to work. (12:15)

 

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https://rosewoodwealthmanagement.com/

919-391-3446