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The Retirement Playbook - Episode 6 (Smart Money Moves to Make While You're Still Mentally Sharp)

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Manage episode 354616286 series 3392496
Content provided by Bryon Spicer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bryon Spicer 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.

As we age, many of us will experience cognitive decline. Sometimes it's minor, but other times it can be major.

On the latest episode of The Retirement Playbook, we’re examining some ways to potentially safeguard your assets from wealth-destroying mental money mistakes before that time comes!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:30 - Age isn't a friend of ours

2:51 - You want to make sure you have the proper planning done ahead of time

4:01 - Start financial discussions as early as possible

5:45 - How to begin simplifying your financial world

8:32 - You should be open and honest about your financial situation

10:17 - The legal documents and items you should be considering

13:32 - The mistakes to avoid at this time in your life

15:40 - There is a lot you can be doing right now!

17:30 - How to get in touch with Bryon and his team

18:25 - Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website

  continue reading

6 episodes

Artwork
iconShare
 
Manage episode 354616286 series 3392496
Content provided by Bryon Spicer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bryon Spicer 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.

As we age, many of us will experience cognitive decline. Sometimes it's minor, but other times it can be major.

On the latest episode of The Retirement Playbook, we’re examining some ways to potentially safeguard your assets from wealth-destroying mental money mistakes before that time comes!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:30 - Age isn't a friend of ours

2:51 - You want to make sure you have the proper planning done ahead of time

4:01 - Start financial discussions as early as possible

5:45 - How to begin simplifying your financial world

8:32 - You should be open and honest about your financial situation

10:17 - The legal documents and items you should be considering

13:32 - The mistakes to avoid at this time in your life

15:40 - There is a lot you can be doing right now!

17:30 - How to get in touch with Bryon and his team

18:25 - Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website

  continue reading

6 episodes

All episodes

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