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How to make it, spend it, and invest it

6 Feb 2019

Mastering Money 2/6/19

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What do you do if suddenly you’re wondering if your financial plan for retirement is really on course? Many people today are finding themselves wondering if their current advisor has them allocated properly. In fact, so might you–especially if you saw big losses during the fourth quarter of 2018. That was a wake-up call and a good test of what you would feel like if the fall was twice as bad and lasted much longer. Today, on Mastering Money, we’ll define what a durable, sustainable plan for retirement really should look like. It must include an income replacement plan, an investment plan, a tax plan, a healthcare plan, and an estate plan. We’ll review it, starting with the basics. Then, health insurance and Medicare specialist Shelley Grandidge joins us for the Q & A. MASTERING MONEY is on the air!!