Audience: Clients and Financial Advisors
There are numerous factors to consider when it comes to retirement planning, and I don’t know of anyone better suited to discuss some of these topics than Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss:
- Understanding and re-evaluating your budget
- Choosing the “right’ Social Security strategy
- Evaluating Medigap and Medicare Advantage
- Implementing an investment strategy you can stick with for the long run
Disclaimer: These topics are educational and should be discussed with your financial advisor to determine the best solution for your financial plan.
In addition to the retirement planning discussion, Ashby also shares a little about his childhood and how it impacted his life–personally and professionally. The financial advisor in my is most excited about the retirement planning discussion. The individual in me is most excited about the personal stories Ashby shared–I think his personal story will impact far more people than our retirement talk.
Be sure to give Ashby a follow and subscribe to his blog!
I hope you enjoy!
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.