Accounting Today Podcast

Your client's retired. What now?

Jun 24, 2024
John Napolitano, Founder of Napier Financial, discusses the importance of ongoing financial planning post-retirement. Topics include income changes, Social Security, estate planning, managing debt, and balancing a portfolio. Emphasizes avoiding overspending early in retirement, staying flexible, and planning for unexpected events to ensure financial stability.
Ask episode
Chapters
Transcript
Episode notes