Episode 142: Financial Matters You Don’t Want to Put Off

We can all procrastinate at times. But when it comes to our finances we need to plan ahead.  David shares key areas in your finances you don’t want to put off addressing.

 

Read and get additional financial information: https://coveryourassetskc.com/episode-142-financial-matters-you-dont-want-to-put-off-2/

 

What we discuss on the episode: 

0:29 - David has golf plans

1:30 - What financial matters do people put off?

3:41 - Should you defer taxes?

6:07 - When should you eliminate debt?

9:59 - How important are your legal and estate documents?

13:14 - Should you delay Social Security?

16:41 - When do you put a plan in place?