Closing in on Retirement
If you are within 10 years of retirement, you need to start planning more intentionally for the transition ahead of you, and the best place to start is figuring out what questions you will need answers to. Donna and Nathan cover some of the questions you’ll need to consider on the run up to retirement. Also on MoneyTalk, how AI is reshaping our daily lives, when is it too late to catch up on retirement savings, is it wrong to respond to market volatility, and more. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/16/2026; Original Air Date: 8/14/2023…
The skinny
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