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Irreversible Decisions in Retirement Planning

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Manage episode 418754340 series 1507600
Content provided by Johnson Brunetti and Joel Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Brunetti and Joel Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The beauty of financial planning is that we can shift and make adjustments as life changes, but there are some decisions that aren’t reversible. From the moment you claim your Social Security to the type of pension benefits you choose and the life insurance policies you secure, every choice can dramatically alter your retirement landscape. On this week’s Money Wisdom podcast, Jake Doser, CFP® sheds light on the irreversible decisions that shape our financial future.

Here’s some of what we discuss in this episode:

  • What you need to consider before claiming Social Security
  • Weighing the spousal benefit option for a pension.
  • You can always get life insurance and then cancel it but if you wait too long it won’t be an option.
  • How do you decide on a retirement date?

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

  continue reading

188 episodes

Artwork
iconShare
 
Manage episode 418754340 series 1507600
Content provided by Johnson Brunetti and Joel Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Brunetti and Joel Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The beauty of financial planning is that we can shift and make adjustments as life changes, but there are some decisions that aren’t reversible. From the moment you claim your Social Security to the type of pension benefits you choose and the life insurance policies you secure, every choice can dramatically alter your retirement landscape. On this week’s Money Wisdom podcast, Jake Doser, CFP® sheds light on the irreversible decisions that shape our financial future.

Here’s some of what we discuss in this episode:

  • What you need to consider before claiming Social Security
  • Weighing the spousal benefit option for a pension.
  • You can always get life insurance and then cancel it but if you wait too long it won’t be an option.
  • How do you decide on a retirement date?

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

  continue reading

188 episodes

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