YFP 270: YFP Planning Case Study #3: Financial and Life Considerations As Retirement Nears

Aug 25, 2022

YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP® to discuss a financial planning case study on financial and life considerations as retirement nears. 

Links Mentioned in Today’s Episode

• Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance
• YFP Planning: Financial Planning for Pharmacists
• Schedule a Free Discovery Call with YFP Planning
• Case Study #3 Summary Sheet
• Forbes: The Value of Sound Financial Decisions: From Alpha to Gamma
• Genworth: Cost of Care Trends and Insights
• Your Financial Pharmacist Disclaimer and Disclosures