What Questions Should Retirees Be Asking … BEFORE They Retire?
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What Questions Should Retirees Be Asking … BEFORE They Retire?
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About this listen
Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Stages of Retirement. In addition to providing a thorough overview of the tax issues that seniors should be prepared for, Matt also wanted to remind folks that the best time to ask questions about retirement is before you retire.
And I'm glad that several of our webinar attendees took Matt up on that offer!
On today's show, we discuss three follow-up questions to Matt's webinar that touch on not just taxes but also the value of working with a financial advisor on a holistic plan for retirement.
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