
139. Financial Planning in Your 60s
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 60s and ways to prepare for retirement.Podcast Episodes Referenced:- Episode 115: What Could Happen if You Don’t Prepare for Retirement- Episode 103: Your Pre-Retirement ChecklistYoutube Videos Referenced:- Are Annuities and Good Retirement Strategy?- 4 Steps to Get Financially Organized Before RetirementLearn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make…
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