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Episode Show Notes:
If you’re someone who likes to procrastinate, especially when it comes to your finances, then this episode might be just what you need. We’re going to ask Craig and Jennifer about some planning items and find out whether it’s okay to put things off for later or whether they need our attention now.
Many people push things off to a later date when it comes to finances and preparing for retirement, even if they know they shouldn’t. Sometimes that might be okay and other times that could get you into trouble. We’ll sort it all out in this episode and explain why these things may or may not need your immediate attention.
Here’s some of what we discuss in this episode:
- Why you may or may not want to defer taxes until a later date.
- Should we always make it a priority to pay off all of our debt?
- Estate planning documents are always best to take care of sooner than later.
- Times where you might want to take Social Security now and examples of when it’s best to wait.
Other Resources:
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Call 336-448-1086 for a complimentary financial review.
Ask Craig & Jennifer a question by emailing: info@maestrowealth.com
