Feb 4, 2022
No matter who walks into our office to build a financial plan, there will always be a set list of items that need to be addressed. But from there, the rest of the plan could account for any number of individual scenarios. Today we’ll look at a few of the unique situations that don’t come up for every plan and share our approach to working through them.
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What we discuss in this episode:
0:19 – Welcome Eric Hogarth, CFP®
2:17 – The age gap
4:27 – Early retirement
7:19 – Lack of liquidity
11:00 – Planning after divorce
12:49 – How we can help