
John Napolitano
Founder of Napier Financial
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Jun 24, 2024 • 26min
Your client's retired. What now?
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.