YFP 286: YFP Planning Case Study #5: Modeling Retirement Scenarios and How to Handle a Large Cash Position
YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP\xae, RLP\xae is joined by Kelly Reddy-Heffner, CFP\xae, CSLP\xae, CDFA\xae, and Christina Slavonik, CFP\xae to discuss retirement scenarios and how to handle a large cash position in this YFP Planning Case Study.
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