Through The Pines Ep. 12 - Financial Considerations in Your 60s
Through The Pines Ep. 12 - Financial Considerations in Your 60s
Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen with planwithbaxter.com
Topics:
- I’m 60, do I still need life insurance?
- I’m 60 do I need disability insurance?
- When should I take Social Security
- Will Social Security be there?
- How do I transition my income from working to retirement income?
- In-service distributions. ( I know we mentioned it in the 50’s, but I think anyone in their 60’s should be reminded of it)
- Roth Conversions.
- More…
Contact Info: planwithbaxter.com: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Through the Pines - Reminding you to use yesterday’s dollars to finance tomorrow’s dreams
Through The Pines Ep. 63 - What To Do With Excess Cash
Through The Pines Ep. 62 - How To Invest (The Basics)
Through The Pines Ep. 61 - Behavioral Finance & How our Subconscious Controls our Money
Through The Pines Ep. 60 - 2024 Financial TRENDS (and what hasn't changed?)
Through The Pines Ep. 59 - Why You Need A Family Trust
Through The Pines Ep. 58 - Financial Risk Management
Through The Pines Ep. 57 - Receiving an Inheritance, Now What?
Through The Pines Ep. 54 - Financial Portfolio Basics
Through The Pines Ep. 52 - Retirement Phase of Life
Through The Pines Ep. 51 - How to Set Your 2024 Financial GOALS
Through The Pines Ep. 50 - What Wealth Means To You!
Through The Pines Ep. 49 - The Pre-Retirement Phase of Life
Through The Pines Ep. 48 - How To Sell Your Business
Through The Pines Ep. 47 - Do THIS to Build Generational Wealth
Through The Pines EP. 45 - Stackin’ Cash: The Accumulation Phase of Wealth Building
Through The Pines Ep. 44 - Do This To Avoid Financial Scams
Through The Pines Ep. 43 - What To Do With Your Money During A Recession
Through The Pines Ep. 42 - Should You Change Your Financial Advisor?
Through The Pines Ep. 41 - Market Update July 2023: Are We Headed Into Recession?
Through The Pines Ep. 40 - Should I Manage My Own Money
Through The Pines Ep. 39 - Buying and Selling Businesses with Michael Westover
Through The Pines Ep. 38 - Barriers To Financial Planning
Through The Pines Ep. 37 - Secure Act 2.0: How New Retirement Rules May Impact You
Through The Pines Ep. 36 - Transitioning Into Retirement
Through the Pines Ep. 35 - Bank Failures & Keeping Your Money Safe
Though The Pines Ep. 34 - How the Wealthy Invest, and What We Can Learn
Through The Pines Ep. 33 - Prepare For Long Term Care
7 Most Debated Financial Topics (Who is right?)