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Episode 3 in the retirement installment. Ages 65-72 come with big decisions.
Listen to learn about 5 major planning areas that you are probably missing. Your income, your healthcare, your investing, and much more!
Part 3 of a 4-Part series. This episode focuses on the 50-65 age group (still valuable if younger).
If you are wanting to fine-tune your retirement, this episode is for you!
✅Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
🤝 Schedule a free consultation http://www.propathfinancial.com/schedule-an-appointment
Not ready yet? No problem...
Sign up for our Monthly Newsletter here 👉 https://propath.ck.page/5952bc75eb
Or check out the YouTube Channel 👉 https://www.youtube.com/thatchertaylor
🆓 If you want to UNWIND your wealth, download our Retirement MEGA Pack which includes a flowchart, checklist, and EBook all about unwinding wealth and evaluating your investments: https://propath.ck.page/retirement-mega-pack
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
✅Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started
Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement
Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
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33 ratings
Episode 3 in the retirement installment. Ages 65-72 come with big decisions.
Listen to learn about 5 major planning areas that you are probably missing. Your income, your healthcare, your investing, and much more!
Part 3 of a 4-Part series. This episode focuses on the 50-65 age group (still valuable if younger).
If you are wanting to fine-tune your retirement, this episode is for you!
✅Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
🤝 Schedule a free consultation http://www.propathfinancial.com/schedule-an-appointment
Not ready yet? No problem...
Sign up for our Monthly Newsletter here 👉 https://propath.ck.page/5952bc75eb
Or check out the YouTube Channel 👉 https://www.youtube.com/thatchertaylor
🆓 If you want to UNWIND your wealth, download our Retirement MEGA Pack which includes a flowchart, checklist, and EBook all about unwinding wealth and evaluating your investments: https://propath.ck.page/retirement-mega-pack
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
✅Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started
Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement
Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
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