

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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Financial Considerations in Retirement
01:40 • 14min
Exploring unexpected retirement events and the importance of planning time post-retirement
15:13 • 4min
Financial Considerations and Estate Planning in Retirement
19:35 • 5min
Navigating Retirement Activities and Avoiding Financial Obsession
24:53 • 2min