Plan Wise. Retire Free.

Good Intentions, Wrong Advice

We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it's more important than ever to discuss. You likely seek financial advice from lots of difference sources. Some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

Important Links:

Get The CARES Act PDF Here: planwiseretirefreepodcast.com

Call: 800-779-4592

The CARES Act

In wake of the financial impacts COVID-19 has had on the economy, Congress just passed a bill called the CARES Act. We talk about some of the things retirees and pre-retirees may need to know about the CARES Act as well as offer a free download to read through on our topic.

Important Links:

Get The CARES Act PDF Here: planwiseretirefreepodcast.com

Call: 800-779-4592

The Worst Financial Product

OK, so there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals.

Important Links:

Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

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