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businessAug 15, 202526:40pending

The Best of Refining Retirement Podcast - The Retirement Process from a Client’s Perspective

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About this episode

Dana and Brad are joined by one of Brad’s clients, Linda Sanders, to discuss the retirement planning process.

Takeaways:
  • Women tend to live longer than men, and the potential loss of a spouse needs to be calculated into your retirement plan.

  • If you have questions about building a retirement plan you can reach us at 812-474-6200.
Download our FREE helpful resource, “The Retirement Income Checklist

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The Best of Refining Retirement Podcast - The Retirement Process from a Client’s Perspective

The Best of Refining Retirement

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