YFP 270: YFP Planning Case Study #3: Financial and Life Considerations As Retirement Nears

Your Financial Pharmacist

English - August 25, 2022 09:00 - 38 minutes - 44.1 MB - ★★★★★ - 160 ratings
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YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP® to discuss a financial planning case study on financial and life considerations as retirement nears.

Links Mentioned in Today’s Episode

Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance YFP Planning: Financial Planning for Pharmacists Schedule a Free Discovery Call with YFP Planning Case Study #3 Summary Sheet Forbes: The Value of Sound Financial Decisions: From Alpha to Gamma Genworth: Cost of Care Trends and Insights Your Financial Pharmacist Disclaimer and Disclosures