Is Your Plan Facing Imminent Disaster?

Let’s talk about some of the areas of your financial life where disaster might be right around the corner. 

Too many people are walking around with no documents, or documents that are in desperate need of an update. Don’t let this be you. As always, if you have questions about retirement or investing, feel free to reach out to us for help.

Here is some of what we’ll discuss on today’s show:

• Out of date legal documents (0:39)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

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

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