One of our executive advisors, Logan DeGraeve, CFP®, AIF®, always likes to say that every day is a Saturday in retirement. Dean Barber and Bud Kasper, CFP®, AIF® couldn’t agree more with Logan as long as you properly plan for retirement. Bud and Dean are going to review four retirement planning essentials that most retirees don’t do but should be doing. 

Retirement Plan Checklist: https://bit.ly/3S6ovNR

Become a Rothaholic: https://bit.ly/45zfmjH

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

Unexpected Expenses & How to Plan for Them: https://youtu.be/HbhdqYyp2uA

7 Reasons People Run Out of Retirement Money: https://youtu.be/nTUjhFpEgu8

CFP® Professional and CPA Relationship: https://youtu.be/zxpfmN-xbrw?si=HRJ0igobzVXJk_SJ

What Is a QCD?: https://youtu.be/vpdl1ZUlcNc

Financial Planning Tool: https://bit.ly/3tCfTEh 

Meet with Us: https://bit.ly/3tF2NWT