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Episode 08 | Stages of Retirement Planning: Prepping for Your Exit Plan
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In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Retirement Planning. We covered the first stage of retirement planning which begins in your youth. This episode sets the stage and the preparations for our next podcast in this retirement planning series that focuses on post-retirement and the concerns you should be aware of at that stage.
Stick around for the last five minutes where the two address Five Important Factors for Building Your Retirement Team
in our Five in Five segment.
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Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
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DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
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