YFP 286: YFP Planning Case Study #5: Modeling Retirement Scenarios and How to Handle a Large Cash Position

Your Financial Pharmacist

English - December 15, 2022 10:00 - 43 minutes - 49.3 MB - ★★★★★ - 160 ratings
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Previous Episode: Ask a YFP CFP® #144: What do you think about purchasing I-Bonds now that rates have dropped?

Next Episode: YFP Real Estate Investing 88: Creating the Option to Retire Early with Drew Wiard

YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Christina Slavonik, CFP® to discuss retirement scenarios and how to handle a large cash position in this YFP Planning Case Study.

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YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Tax YFP 108: How to Effectively Talk with Mom & Dad About Their Finances Case Study #5 Summary Sheet Your Financial Pharmacist Disclaimer and Disclosures