facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Top 5 Issues to Consider When Retiring Podcast Episode

JT and David discuss the top 5 issues to consider before retirement.  They include:

-Cash flow: How much will you need?
-Income: Where will your money be coming from?
-Health Insurance: What will you and your family do for health insurance?
-Investment Management in retirement: will you change how you are invested in retirement?
-Tax Planning in retirement: Factors to consider when accounting for taxes in retirement.

If you enjoyed this episode, consider subscribing on Apple, Spotify and YouTube using the links below: