Most Retirees Aren't Doing These 4 Things (That They Should Be)

An episode of the America's Wealth Management Show podcast, hosted by Modern Wealth Management, titled "Most Retirees Aren't Doing These 4 Things (That They Should Be)" was published on October 23, 2023 and runs 24 minutes.

October 23, 2023 ·24m · America's Wealth Management Show

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Episode Description

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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