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YFP 425: Beyond the Numbers: Life Planning for Retirement
Retirement isn't just about the numbers. Tim Ulbrich, PharmD and Tim Baker, CFP® and Registered Life Planner, explore how life planning can help you design a retirement filled with purpose, meaning, and fulfillment, not just financial security.
Episode Summary
When it comes to preparing for retirement, most conversations focus on the financial side—things like income planning, Social Security timing, withdrawal strategies, and tax-efficient investing. But true retirement readiness goes beyond the numbers.
In this episode, Tim Ulbrich, PharmD, is joined by Tim Baker, CFP® and Registered Life…
The skinny
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