Retire Sooner with Wes Moss

A Financial Planning Guide For Retirees with Kristin Curcio


Listen Later

In this podcast episode, Mallory Boggs sits down with a member of the Retire Sooner team and Investment Advisor at Capital Investment Advisors, Kristin Curcio. Kristin provides her tips, insights, and expertise regarding financial planning and how these plans impact your retirement.

She also explains the importance of budgeting, how much money you should have in your emergency fund, and discusses penalties for early withdrawals. Listen in to also hear tips and details around estate, will, and trust planning.

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

Retire Sooner with Wes MossBy Wes Moss

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

393 ratings


More shows like Retire Sooner with Wes Moss

View all
The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,398 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

667 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,286 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

504 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

507 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

562 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

554 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

788 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

36 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

723 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

100 Listeners