Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties

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Your Dollars, Our Sense

Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors

38 episodes

22 hours ago

From Beacon Pointe Advisors comes Dollars & Sense, a really great podcast about money! Join co-hosts and CERTIFIED FINANCIAL PLANNERS™, Coby Cress and Karen Reifel, who help listeners navigate various life moments and major life events... through the lens of personal finance. Content is for informational purposes only and should not be considered as investment, legal or tax advice.

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All content for Your Dollars, Our Sense is the property of Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties

Your Dollars, Our Sense

38 minutes 52 seconds

2 years ago

Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties

In this episode of Beacon Pointe podcast "Dollars & Sense", co-hosts Coby Cress, CFP® and Karen Reifel, CFP® shed light on the importance of this decade as it sets the stage for retirement plans, Medicare considerations, legacy planning, tax strategy, and some easily avoidable missteps along the way.

Episode Resources:

Financial Planning Through the Ages: 60 Somethings

Devin Carrol

Outlive by Peter Attia, MD

Simple Wealth, Inevitable Wealth by Nick Murray

Retirement Planning Guidebook by Wade Pfau, Ph.D.