

Am I Taking the Right Financial Steps?
Jul 10, 2024
The podcast discusses financial planning for retirement, college education costs, strategic allocation of resources, Social Security claiming decisions, supporting a child into adulthood, and encouragement for seeking financial management assistance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Financial Planning for Son's Transition to College
02:54 • 10min
Strategic Financial Planning for Education Expenses
13:23 • 4min
Analyzing Social Security claiming decision based on life expectancy and financial needs
17:25 • 2min
Financial Planning for Supporting a Child into Adulthood
19:47 • 2min
Financial Management Encouragement and Support for Listeners
21:54 • 3min