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Decision Making in the Middle Years of Retirement, Ep #216
Manage episode 419273232 series 3557639
İçerik Financial Symmetry, Chad Smith, and Mike Eklund tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Financial Symmetry, Chad Smith, and Mike Eklund veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps?
This season can be full of opportunities and connection with those you care about. At this point in your life journey, you may face some difficult decisions around relocating or how best to spend or give the wealth you've worked hard to accumulate.
Listen in to hear about the financial and tax moves that we see most commonly used during the middle years of your retirement.
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📰 See the full show notes here
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