A CFP’s Deep Dive Into Women-Specific Holistic Retirement Income Planning

 

Welcome to episode #15 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Nadine Burns and they discuss Nadine’s views on retirement planning, especially for women, and why they should think about the financiers of retirement differently then men do.

Nadine is currently the President and CEO of A New Path Financial, LLC, a Financial Planning firm in Ann Arbor. Nadine is a Certified Financial Planning Professional who looks at your entire financial picture, where you are currently, and works with you on a roadmap to help achieve your goals and dreams. She deals heavily with people in retirement and soon-to-be retirees. Although she works with a wide variety of clients, Nadine has a special place for “Smart Women,”or those women who want to know more about their financial well-being. Women tend to have several balls in the air at once and appreciate someone who is looking into their full financial life, placing them first in priority and making sure that all financial bases are covered.

 

 

Here is what to expect on this week’s show:

A look at Nadine’s background and why she decided to go into financial planning.

Some of the ways that A New Path Financial actually customizes the experience their clients have so as to better serve them.

How Nadine helps clients to decide when the correct time to collect Social Security is, as well as how she helps them to plan their monthly/yearly finances.

How often Nadine reviews her financial plans with her clients.

Some of the conversations that happen surrounding the taxability of Social Security benefits.

How to think about the equity you’ve created in your home for your retirement.

How Nadine defines success when it comes to Social Security and financial planning for retirement?

Why women need to think about long term financial planning more so than men do.

What changes would Nadine make to Social Security if she was in control.

 

Relevant Links:

https://www.anewpathfinancial.com

 

Connect with Nadine:

 

LinkedIn: https://www.linkedin.com/in/nadine-burns-a288a71/

Facebook: https://www.facebook.com/nadine.burns.58

Email: [email protected]

Nadine’s address & disclosure: 

3003 Washtenaw Avenue, Suite 4, Ann Arbor MI 48104

Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. A New Path Financial, LLC is independent of Sigma Financial Corporation and Sigma Planning Corporation.

 

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