38 min
Advice Through the Ages - Financial Tips for Those in Their Sixties Dollars & Sense
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- Investing
In this episode of Beacon Pointe podcast "Dollars & Sense", co-hosts Coby Cress, CFP® and Karen Reifel, CFP® shed light on the importance of this decade as it sets the stage for retirement plans, Medicare considerations, legacy planning, tax strategy, and some easily avoidable missteps along the way.
Episode Resources:
Financial Planning Through the Ages: 60 Somethings
Devin Carrol
Outlive by Peter Attia, MD
Simple Wealth, Inevitable Wealth by Nick Murray
Retirement Planning Guidebook by Wade Pfau, Ph.D.
In this episode of Beacon Pointe podcast "Dollars & Sense", co-hosts Coby Cress, CFP® and Karen Reifel, CFP® shed light on the importance of this decade as it sets the stage for retirement plans, Medicare considerations, legacy planning, tax strategy, and some easily avoidable missteps along the way.
Episode Resources:
Financial Planning Through the Ages: 60 Somethings
Devin Carrol
Outlive by Peter Attia, MD
Simple Wealth, Inevitable Wealth by Nick Murray
Retirement Planning Guidebook by Wade Pfau, Ph.D.
38 min