How to Customize a Retirement Plan for Unique Situations

from Family First Retirement · host George Politarhos

George Politaris discusses how to customize a retirement plan for unique situations. He shares a case study of a 62-year-old woman who wants to retire and use her 401(k) for eight years before starting to take Social Security. George explains the factors to consider when making this decision, such as the woman's expenses, her goals for retirement, and her health. He also discusses the importance of working with a financial advisor who can help you create a personalized retirement plan. Learn more on how to plan for your unique situation. Contact Patria Wealth Group, today!See omnystudio.com/listener for privacy information.

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How long is this episode of Family First Retirement?

This episode is 13 minutes long.

When was this Family First Retirement episode published?

This episode was published on August 29, 2023.

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