The Best Of Refining Retirement Podcast - Simple Retirement Tips

from The Best of Refining Retirement · host Brad Ford

Dana and Brad discuss the importance of a mid-year check-up for your retirement plan as well retirement planning tips. Takeaways: - Brad recently finished writing his first book, if you are interested in receiving a complimentary copy you can call our office at 812-474-6200. - Not only is it important to have an estate plan, but you need to update it whenever there are any substantial changes to your current situation. - Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan” Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

Episode metadata supplied by the publisher feed · Published Nov 1, 2024

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The Best Of Refining Retirement Podcast - Simple Retirement Tips

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This episode is 26 minutes long.

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This episode was published on November 1, 2024.

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