Forethought Planning Podcast podcast

Ep 91: Your Financial Plan for 60 and Beyond

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Today we are talking about what you should be considering around your wealth in your 60s and beyond. And this is a fun spot for me because I have spent much of my career guiding individuals through transformations into this amazing time of their life. 

Today we are going to talk about the stress of replacing that steady income you were making, how to handle medical insurance, finding your purpose after leaving your job, deciding if it's okay to retire earlier than expected, and how to live with your partner in peace and harmony. After all, you two will be spending a lot of time together!

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

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