Rethinking Retirement

Podcasts

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  • Meeting Your Clients' Healthcare Needs

    Is it possible to be a good planner today without addressing your clients' healthcare issues?

  • Healthcare Costs during Retirement

    With retirees needing upwards of $500,000 for healthcare costs—depending on how close to their golden years they are—advisors need to know how to help their clients prepare for, and manage, these ever-growing expenses.

  • Wealth Preservation in Retirement

    In this podcast, seasoned financial planners Karen C. Altfest, PhD, CFP, and Barbara Culver, CFP, CLU, ChFC, AEP, give us their take on how planners can help their female clients retire more securely and comfortably, including a discussion of what specialized services planners need to offer to their women clients.