YFP 270: YFP Planning Case Study #3: Financial and Life Considerations As Retirement Nears
YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP\xae, RLP\xae is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP\xae, CSLP\xae, CDFA\xae, and Robert Lopez, CFP\xae to discuss a financial planning case study on financial and life considerations as retirement nears.\xa0
Links Mentioned in Today\u2019s 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