Are you telling yourself financial lies? In today’s episode, we’ll uncover the top 5 lies people often tell themselves about money and retirement. From relying too heavily on Social Security to believing it’s safer to keep your money in cash, some of these could be severely holding you back, so be sure to stay tuned!
Are you telling yourself financial lies? In today’s episode, we’ll uncover the top 5 lies people often tell themselves about money and retirement. From relying too heavily on Social Security to believing it’s safer to keep your money in cash, some of these could be severely holding you back, so be sure to stay tuned!
At the end of this week’s episode, we get to know Frank a bit better as he talks about his wife’s talent for gift-giving. Then, he answers a listener question from Cliff, who is worried about future nursing home costs. Listen in as Frank shares his approach to planning for long-term care expenses and the importance of considering tax implications.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:44 – Why bother with investing?
4:33 – Relying on Social Security
5:59 – You only live once!
9:21 – I’m too young to start saving
12:14 – It’s safer to keep money in cash
15:13 – Getting-to-know Frank
17:03 – Listener question
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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