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Meet Capstone Planning - Investments, Retirement Planning and More

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Manage episode 422233450 series 3578578
Content provided by Capstone Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capstone Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of the Make Life Happen podcast, host Keith Wiltfong discusses his book 'Make Life Happen: Your Guide to the Better Retirement Journey'. He explains that the retirement journey is about defining what retirement looks like and connecting the dots to achieve those objectives. He also addresses common questions about Social Security, including when to take benefits, how working affects benefits, and the potential reduction of benefits in the future.
00:00 Introduction to Retirement Planning and Make Life Happen Book
00:51 Keith Wiltfong's Book "Make Life Happen: Your Guide To The Better Retirement Journey"
05:49 Social Security Pop Quiz
22:17 Wrap up and contact information

  continue reading

8 episodes

Artwork
iconShare
 
Manage episode 422233450 series 3578578
Content provided by Capstone Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capstone Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of the Make Life Happen podcast, host Keith Wiltfong discusses his book 'Make Life Happen: Your Guide to the Better Retirement Journey'. He explains that the retirement journey is about defining what retirement looks like and connecting the dots to achieve those objectives. He also addresses common questions about Social Security, including when to take benefits, how working affects benefits, and the potential reduction of benefits in the future.
00:00 Introduction to Retirement Planning and Make Life Happen Book
00:51 Keith Wiltfong's Book "Make Life Happen: Your Guide To The Better Retirement Journey"
05:49 Social Security Pop Quiz
22:17 Wrap up and contact information

  continue reading

8 episodes

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