This podcast covers the major financial decisions leading into retirement focusing on a core checklist of choices.

  1. Determining the Timing and Affordability of Retirement
  2. Optimizing Social Security Strategy
  3. Establishing a Tax-Efficient Withdrawal Order,
  4. How to bridge the gap between regular private insurance and Medicare. 
  5. Working them all together


Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com

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