Ep 2: Mind the Financial Gaps


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Player FM과 저희 커뮤니티의 Donna Kendrick 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.

If you have ever traveled on a subway you may have noticed the warning sign "Mind the Gap" telling you to watch your step as you exit the platform. In a similar way, we need to be mindful of the gaps in our retirement and financial plans.

On today's episode, Donna is covering 5 financial gaps we need to be vigilant about. Perhaps you want to retire before 65 and need a plan for healthcare until you are eligible for Medicare. Or maybe, you haven't accounted for inflation in your financial plan. Planning for these types of gaps can keep your overall retirement plan much more stable.

Get additional financial information: https://sephtonfinancial.com/2021/10/mind-the-financial-gap/

What we discuss today:

1:19 – Catching up with Donna

3:00 – What is minding the gap?

4:00 – The paycheck gap

6:22 – Social Security and Medicare gap

11:43 – Inflation gap

13:33 – Long term care gap

18:28 – The widow or widower’s gap

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