Avoiding A Financial Horror Story

In the recent celebration of Halloween, we’re bringing you some real-life cautionary tales in today’s episode. Donna and Jim will share a few spine-chilling financial horror stories that could happen to anyone without proper planning.

As you listen, take a moment to consider your own financial situation. Have you updated your estate and beneficiary documents? Are both you and your partner plugged into your financial picture? Let’s discuss how to be ready for any twists and turns so your financial future doesn’t turn into a scary story.

Here’s what we share in today’s show:

0:00 – Intro

1:14 – Financial horror stories

3:48 – The importance of beneficiary designations

5:30 – Construction work horror stories

7:11 – How unexpected expenses impact retirement plans

10:38 – Preparing for the unexpected as a couple

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

Phone: (215) 948-3945

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