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Inhoud geleverd door Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Mike Morton, CFP®, RLP®, ChFC® and Mike Morton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Top Five Scariest Financial Planning Topics

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Manage episode 447206864 series 2910154
Inhoud geleverd door Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Mike Morton, CFP®, RLP®, ChFC® and Mike Morton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

As Halloween approaches, it's not just ghosts and ghouls that can be scary—financial planning can have its own terrifying elements. Join Mike Morton and Matt Robison as they demystify the top five fears in managing money. The risk of running out of funds in retirement, the uncomfortable reality of planning for death and inheritance, the rising costs of healthcare in old age, the trap of debt and poor credit, and the unpredictability of market volatility would make anyone scream in horror.

However, facing these fears is possible with the right strategies: creating a detailed retirement plan, establishing essential estate documents to protect your family, exploring healthcare cost solutions like long-term care insurance, committing to a realistic debt reduction plan, and building a financial safety net for market downturns. By taking proactive steps and making small, consistent changes, you can alleviate the fear around financial planning and approach the future with confidence. Remember, while Halloween is all about scares, your financial future shouldn’t be! 🎃

Are you ready to create your ideal lifestyle? Let’s Connect.

Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

  continue reading

165 afleveringen

Artwork
iconDelen
 
Manage episode 447206864 series 2910154
Inhoud geleverd door Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Mike Morton, CFP®, RLP®, ChFC® and Mike Morton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

As Halloween approaches, it's not just ghosts and ghouls that can be scary—financial planning can have its own terrifying elements. Join Mike Morton and Matt Robison as they demystify the top five fears in managing money. The risk of running out of funds in retirement, the uncomfortable reality of planning for death and inheritance, the rising costs of healthcare in old age, the trap of debt and poor credit, and the unpredictability of market volatility would make anyone scream in horror.

However, facing these fears is possible with the right strategies: creating a detailed retirement plan, establishing essential estate documents to protect your family, exploring healthcare cost solutions like long-term care insurance, committing to a realistic debt reduction plan, and building a financial safety net for market downturns. By taking proactive steps and making small, consistent changes, you can alleviate the fear around financial planning and approach the future with confidence. Remember, while Halloween is all about scares, your financial future shouldn’t be! 🎃

Are you ready to create your ideal lifestyle? Let’s Connect.

Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

  continue reading

165 afleveringen

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