Show Category: Retirement
Retirement Account Considerations
Laurie discussed: Retirement Account Considerations.
Pre-Retirement Checklist
Laurie discussed: Pre-Retirement Checklist.
Retirement Accounts- What to Know.
Laurie discussed: Retirement Accounts- What to Know.
Retirement Benefit Options
Laurie discusses Retirement Benefit Options.
Considerations for a successful retirement lifestyle
Laurie discusses: Cash flow, health and other planning considerations for living in retirement.
Tax Planning with Retirement Accounts
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.
ROTH Conversions
Laurie discusses: ROTH conversions and tax considerations
Retiring Early
Guest hosts Rodman Young and Jaclyn Cornelius from Valley National Financial Advisors discuss: Retiring Early.
SHOW POSTPONED: Retiring Early
Due to weather, “Your Financial Choices” on WDIY 88.1FM will not be hosted live this week. Rodman Young and Jaclyn Cornelius from Valley National Financial Advisors will host a future show on the topic of Retiring Early.Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
Navigating Retirement Options
Navigating your options in retirement planning.
