Is Your Plan Facing Imminent Disaster?

Published: July 20, 2023, 9 a.m.

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Let\\u2019s talk about some of the areas of your financial life where disaster might be right around the corner.\\xa0

Too many people are walking around with no documents, or documents that are in desperate need of an update. Don\\u2019t let this be you. As always, if you have questions about retirement or investing, feel free to reach out to us for help.

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Here is some of what we\\u2019ll discuss on today\\u2019s show:

  • Out of date legal documents (0:39)
  • Tax time bombs (8:54)
  • The classic 60/40 portfolio (15:59)

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Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/\\xa0

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin\\xa0

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