Key Planning Considerations in your Sixties
Mar 02, 2020•16 min•Season 1Ep. 4
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Although life as a 60-something varies greatly from person to person, there are common planning considerations, such as retirement timing and lifestyle, asset allocation and income, insurance, estate planning, care and support, and social security. In this podcast, Jody R. King, Vice President and Director of Financial Planning, discusses these and other related topics.
If you are hearing impaired, please view our video with closed captions by filling out the form on our website.
For the best experience, listen in Metacast app for iOS or Android