• Episode 8: Do You Need a Financial Planner if You’re Still Working in Your 50s and 60s?

  • Jan 13 2025
  • Durée: 24 min
  • Podcast

Episode 8: Do You Need a Financial Planner if You’re Still Working in Your 50s and 60s?

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  • Résumé

  • In this episode, Laura asks whether she and her husband, both still working at ages 55 and 60, need a financial planner. We’ll discuss the benefits of working with a financial planner at this stage of life, including retirement planning, investment strategies, tax efficiency, and ensuring they’re on track to meet their long-term financial goals. If you’re in a similar situation, this episode will help you decide if it’s time to bring in a professional to fine-tune your financial future.
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