Financial Insanity 2-19-25: Three Blind Mice

This is Financial Insanity w-Scott McLean.  Today's show is three blind mice.  You recieve investment advice from a financial advisor, have your tax returns prepated by an accountant and have your will and estate plan written by an attorney.   When...

An episode of the Financial Insanity w-Scott McLean podcast, hosted by Scott McLean, titled "Financial Insanity 2-19-25: Three Blind Mice" was published on February 19, 2025 and runs 56 minutes.

February 19, 2025 ·56m · Financial Insanity w-Scott McLean

Summary

This is Financial Insanity w-Scott McLean.  Today's show is three blind mice.  You recieve investment advice from a financial advisor, have your tax returns prepated by an accountant and have your will and estate plan written by an attorney.   When was the last time these three key consultants got together to discuss your overall financial game plan?  You might think you've taken the right steps, but the trap has been set.  Scott explains his book and the tools you need to keep your key consultants connected and operating on the same financial game plan and help you avoid common retirement mistakes.   Plus, how much income do you need in retirement?  It's not a one size fits all plan.  There are six common questions for how much money you will need.   It's important to start with how much are you currently spending.

Episode Description