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Retiree Financial Health Score
When many of our clients reach retirement age, they are still thinking about metrics like their credit score and how that will impact their retired life.
But as we kept hearing that, we thought a new metric would not only make more sense, but actually help our clients out on a more practical level.
In this week’s episode, Marion & Christian introduce us to the “Retiree Financial Health Score” and go through how they have come to think about it.
Whether you’re retired now or still have a few decades to go in the workforce, this episode should prove useful.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 796505
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
View all episodes
By Freedman Financial
5
66 ratings
When many of our clients reach retirement age, they are still thinking about metrics like their credit score and how that will impact their retired life.
But as we kept hearing that, we thought a new metric would not only make more sense, but actually help our clients out on a more practical level.
In this week’s episode, Marion & Christian introduce us to the “Retiree Financial Health Score” and go through how they have come to think about it.
Whether you’re retired now or still have a few decades to go in the workforce, this episode should prove useful.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 796505
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean