109: Important Milestones

This episode is next in the podcast series, #AskPattiBrennan - a series of episodes in which Patti answers one of her listener’s frequently asked questions.  These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question. Throughout our lives, there are specific age milestones that trigger certain opportunities or strategic financial decisions that must be made.  Many are familiar with a particular age milestone, but not necessarily the action step that needs to be taken when you hit that age.  In this very important episode, Patti thoughtfully walks the listener through each major age milestone and lays out the potential choices that can be made, while also reviewing the consequences of each decision.