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Your Plan Should Cover It All In Retirement
Manage episode 439459467 series 3578578
Contenuto fornito da Capstone Planning. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Capstone Planning o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Keith Wiltfong of Capstone Planning discusses the importance of a 360 retirement plan that covers all aspects of a person's financial life. He emphasizes the need for comprehensive financial planning that includes taxes, investments, insurance, and estate planning. Wilkwong also highlights the significance of risk management and diversification in retirement portfolios. He stresses the importance of having a plan in place for various life events, such as the death of a spouse or unexpected health issues. The goal is to create a retirement plan that provides peace of mind and allows individuals to enjoy their retirement years.
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