Ep 55: Decision Overlap
This episode is inspired by a couple of clients who recently met with Brian and came armed with lots of questions about their retirement plans. Social Security, Long Term Care, Pensions, Annuities and other topics were all on the table. Brian will tell us why it's important to recognize that you have to evaluate these kinds of financial questions all together, not individually, because there's so much overlap with each decision. We'll also use this episode as a springboard into an upcoming series on the top retirement mistakes (and how to avoid them).
