Retirement Financial Check-up
Aug 31, 2026
Brad Ford and his team emphasize the importance of regular financial check-ups, drawing parallels between reviewing your retirement plan and visiting the doctor for physical wellness. Listeners are urged to reassess wills, trusts, beneficiaries, and overall financial health after major life changes to ensure lasting peace of mind and protect against unforeseen issues.
- Schedule frequent retirement plan check-ups, especially after life changes (divorce, marriage, etc.).
- Update wills, trusts, and beneficiaries—an outdated plan can create major problems for heirs.
- Don’t procrastinate—being proactive avoids financial disaster and provides confidence.
- Seek professional help for unbiased assessment and ongoing plan improvements.
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Retirement income planning Checklist
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