DiscoverWisdom and WealthSmart Money Moves to Make While You're Still Mentally Sharp
Smart Money Moves to Make While You're Still Mentally Sharp

Smart Money Moves to Make While You're Still Mentally Sharp

Update: 2022-10-24
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Description

None of us want to think about losing our mental edge later in life, but it's something you need to consider. Commonly, people experience a degradation of financial decision-making abilities and "mental sharpness" beginning in their 60s or 70s.

On the latest installment of Wisdom and Wealth, we're addressing strategies to safeguard your assets from any wealth-destroying mental money mistakes before that time comes!

This is such an important conversation and we hope you leave with some key takeaways for your own financial well-being!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:28 - Let's face it...we're getting older

2:37 - How a loss of mental sharpness can inhibit your financial decision-making abilities

5:02 - Start planning as early as you can

6:17 - The steps people should be considering at this point in life

8:06 - How family members and trusted advisors should be utilized in this moment

11:02 - The legal documents and formal steps that need to be considered

13:22 - The mistakes people make during this time in our lives

15:53 - Final thoughts and considerations from Frank

17:14 - How you can get in touch with Frank and his team

18:10 - Closing remarks

Connect with Frank Astorino:

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Smart Money Moves to Make While You're Still Mentally Sharp

Smart Money Moves to Make While You're Still Mentally Sharp

Frank Astorino