THE PLAN WISE, RETIRE FREE PODCAST
With Jude Wilson, CWS®, MBA, BPC™
We will be finishing up our conversation on some of the major debates for pre retirees and retirees. Tune in for part 2 of our discussion.
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There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?
Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions that Jude and Mike can implement.
We’ve got a collection of questions for our very first mailbag episode. Barry wants to know how to deal with future nursing home costs. Shayla would like to know how the recent tax code changes could affect financial planning. Finally, Steve asks if it’s short-sighted to only have an interest in saving money you already have.
In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.