A Financial Planning Guide For Retirees with Kristin Curcio

from Retire Sooner with Wes Moss · host Wes Moss

In this podcast episode, Mallory Boggs sits down with a member of the Retire Sooner team and Investment Advisor at Capital Investment Advisors, Kristin Curcio. Kristin provides her tips, insights, and expertise regarding financial planning and how these plans impact your retirement. She also explains the importance of budgeting, how much money you should have in your emergency fund, and discusses penalties for early withdrawals. Listen in to also hear tips and details around estate, will, and trust planning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Nov 22, 2021

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A Financial Planning Guide For Retirees with Kristin Curcio

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