America's Wealth Management Show
Most Retirees Aren't Doing These 4 Things (That They Should Be)
23 Oct 2023
One of our executive advisors, Logan DeGraeve, CFP®, AIF®, always likes to say that every day is a Saturday in retirement. Dean Barber and Bud Kasper, CFP®, AIF® couldn't agree more with Logan as long as you properly plan for retirement. Bud and Dean are going to review four retirement planning essentials that most retirees don't do but should be doing. Retirement Plan Checklist: https://bit.ly/3S6ovNR Become a Rothaholic: https://bit.ly/45zfmjH Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Unexpected Expenses & How to Plan for Them: https://youtu.be/HbhdqYyp2uA 7 Reasons People Run Out of Retirement Money: https://youtu.be/nTUjhFpEgu8 CFP® Professional and CPA Relationship: https://youtu.be/zxpfmN-xbrw?si=HRJ0igobzVXJk_SJ What Is a QCD?: https://youtu.be/vpdl1ZUlcNc Financial Planning Tool: https://bit.ly/3tCfTEh Meet with Us: https://bit.ly/3tF2NWT
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