Podcast: Key Planning Considerations in your Sixties


By Jody R. King, JD, CPA

Vice President & Director of Wealth Planning

A middle-aged couple walking together

March 3, 2020

Although life as a 60-something varies greatly from person to person, there are common planning considerations, such as retirement timing and lifestyle, asset allocation and income, insurance, estate planning, care and support, and social security. In this podcast, Jody R. King, Vice President and Director of Financial Planning, discusses these and other related topics.

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You may also access our article and video on Planning in Your Sixties here.

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