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Patrick Speaks

Dec 8, 2021

  • Why tax qualification and tax diversification matters when looking to retire
  • The often forgotten business partner in retirement
  • The 5 areas of planning that we believe are important to a successful retirement


Nov 2, 2021

HERE ARE THE LIFE EVENTS DISCUSSED:

  • Widowhood
  • Divorce
  • Longevity


Oct 22, 2021

  • Do you AND your spouse have a budget that details all of your income and expenses?
    • How will these change upon the passing of your spouse?
  • Are all of your legal documents up to date?
  • When does life insurance make sense to consider?
  • How can you qualify for state or federal assistance with any care needed?
    • What about...


Oct 15, 2021

HERE ARE SOME OF THOSE CONSIDERATIONS SHARED:

  • What is the opportunity cost of paying off the loan early?
  • When does it make sense to refinance instead?
  • How could this potentially impact any future insurance claims?