businessNov 1, 202426:53pending
The Best Of Refining Retirement Podcast - Simple Retirement Tips
About this episode
Dana and Brad discuss the importance of a mid-year check-up for your retirement plan as well retirement planning tips. Takeaways: - Brad recently finished writing his first book, if you are interested in receiving a complimentary copy you can call our office at 812-474-6200. - Not only is it important to have an estate plan, but you need to update it whenever there are any substantial changes to your current situation. - Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan” Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
Get every episode summarized
Each time The Best of Refining Retirement publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Best of Refining Retirement
The Best of Refining Retirement Podcast - Tax Changes
The Best of Refining Retirement
Dec 17, 202526:15pending
The Best of Refining Retirement Podcast - Being Diligent and Disciplined
The Best of Refining Retirement
Dec 17, 202526:03pending
The Best of Refining Retirement Podcast - Addressing Funeral Concerns
The Best of Refining Retirement
Dec 17, 202526:30pending
The Best of Refining Retirement Podcast - Medicare Confusion
The Best of Refining Retirement
Dec 17, 202526:53pending