Broker Check

Podcast - Ep 20: Financial Decisions You Are Putting Off

| October 07, 2021
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On This Episode:

It can be tempting to procrastinate and to figure things out later. But putting certain things off in our finances can really affect our retirement plan. On today's episode, we are going to discuss 5 things that people either want to wait on or have questions about putting off. Writing a will, paying off debt, cashing in on Social Security, are all things that we can technically wait to address later, but should we?


Key Points:

0:40 – Putting things off

1:51 – Deferring taxes

6:46 – Eliminating debt

10:48 – Updating legal documents

15:02 – Delaying Social Security

17:46 – Setting up your retirement plan


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