When Retirement Is Derailed by a Terminal Illness, Ep #173 - a podcast by Chad Smith, CFP® and Mike Eklund, CFP®

from 2022-09-19T07:00:29

:: ::

We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans.

Today, we discuss the top concerns that are often overlooked for those facing a terminal diagnosis. 

This is a difficult, yet important, subject to address. Investment strategies, tax strategies, and estate planning may not be at the forefront of your mind during this challenging time period, however, doing the legwork now will set your loved ones up for success after your passing.

You won’t want to miss this episode if you or a loved one has recently experienced a terminal diagnosis. 

*****

📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter!

📰 See the full show notes here [including a Terminal Illness Checklist]

🎥 See latest video of podcast recap here

🎯 Subscribe to not miss future episodes here

 

Further episodes of Financial Symmetry: Balancing Today with Retirement

Further podcasts by Chad Smith, CFP® and Mike Eklund, CFP®

Website of Chad Smith, CFP® and Mike Eklund, CFP®