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Navigating Long-Term Financial Planning [Episode 48]

March 5, 2018 by jceditor

Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk to discuss investing and retirement with attorney-CPA Joe Cordell and cohost Susan Arthur. He explains the importance of building an estate plan and looking long-term.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/Elder-Talk-03-03-2018.mp3

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Filed Under: ElderTalk, Podcasts Tagged With: 403b retirement, best retirement investments, buying an annuity, happy retirement, office of retirement services, retirement income, retirement planning calculator, social security early retirement, stretch ira

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