139. Financial Planning in Your 60s

A Wiser Retirement®

Dec 12, 2022•31 min•Ep. 139

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Episode description

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 Checklist

Youtube Videos Referenced:
- Are Annuities and Good Retirement Strategy?
- 4 Steps to Get Financially Organized Before Retirement

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

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- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!

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