Making An Annual Financial Plan Checklist

Episode 8 of the The Retirement Playbook podcast, hosted by John Croze, John Goodhue, titled "Making An Annual Financial Plan Checklist" was published on January 20, 2024 and runs 54 minutes.

January 20, 2024 ·54m · The Retirement Playbook

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Summary

In this episode John Croze and John Goodhue discuss making an annual financial plan checklist, how to pay for the soaring costs of elder care, eight mistakes that could upend your retirement, and what to expect when you come in for your complimentary consultation.

Episode Description

In this episode John Croze and John Goodhue discuss making an annual financial plan checklist, how to pay for the soaring costs of elder care, eight mistakes that could upend your retirement, and what to expect when you come in for your complimentary consultation.

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