029: 7 Estate Planning Mistakes to Avoid in Retirement

Join Tim Russell, CFP®, and Rev. Drew Gysi as they discuss 7 Estate Planning Mistakes that you need to avoid as you approach and live in retirement!

You can access our show notes here.

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The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk including the potential loss of principal. Past performance is not a guarantee of future results.

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Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC