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What’s Missing from Dave Ramsey’s 9-Step Retirement Plan

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Manage episode 494934265 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney 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://podcastplayer.com/legal.

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

Dave Ramsey is one of the most recognized voices in personal finance. His 9-step retirement plan is simple, direct, and built for mass appeal. But is it really the best path for your retirement? On today’s show, Phil shares his professional insight into each of Ramsey’s nine steps, from saving and investing to paying off your mortgage and planning for healthcare.

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

🧮 Why planning requires math, not just motivation

🏠 Should you really pay off your mortgage early?

📊 Roth vs. Traditional: It’s not one-size-fits-all

🧓 Social Security decisions aren't just about age

💼 What long-term care insurance Ramsey skips over

🧰 How real strategy fills in the gaps Ramsey leaves

For more, visit us online: http://philstaxhacks.com

  continue reading

289 episodes

Artwork
iconShare
 
Manage episode 494934265 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney 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://podcastplayer.com/legal.

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

Dave Ramsey is one of the most recognized voices in personal finance. His 9-step retirement plan is simple, direct, and built for mass appeal. But is it really the best path for your retirement? On today’s show, Phil shares his professional insight into each of Ramsey’s nine steps, from saving and investing to paying off your mortgage and planning for healthcare.

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

🧮 Why planning requires math, not just motivation

🏠 Should you really pay off your mortgage early?

📊 Roth vs. Traditional: It’s not one-size-fits-all

🧓 Social Security decisions aren't just about age

💼 What long-term care insurance Ramsey skips over

🧰 How real strategy fills in the gaps Ramsey leaves

For more, visit us online: http://philstaxhacks.com

  continue reading

289 episodes

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