Show Notes
This is the sixth episode of the Investing By Age series.
The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.
As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise.
Listen now and learn:
- How to simplify your investments
- Strategies for minimizing your total lifetime tax bill
- Different ways to navigate healthcare costs
To listen to the entire 6-part series this episode aired with and view all the show notes, visit these links:
- EP.56: Investing in Your 20s
- EP.57: Investing in Your 30s
- EP.58: Investing in Your 40s
- EP.59: Investing in Your 50s
- EP.60: Investing in Your 60s
- EP.61: Investing in Retirement
Submit Your Question For the Podcast
Do you have a financial or investing question you want answered? Submit your question through the “Ask Me Anything” form at the bottom of my podcast page.
If you enjoy the show, you can subscribe wherever you listen to podcasts, and please leave me a review. I read every single one and appreciate you taking the time to let me know what you think.
