Through The Pines Ep. 12 - Financial Considerations in Your 60s

Through The Pines · Dec 15, 2021 · 53m

A Financial Planning Podcast with a down to earth vibe even Sasquatch would watch Beetlejuice for, this is Through the Pines…

Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen with planwithbaxter.com

Topics:

- I'm 60, do I still need life insurance?

- I'm 60 do I need disability insurance?

- When should I take Social Security

- Will Social Security be there?

- How do I transition my income from working to retirement income?

- In-service distributions. ( I know we mentioned it in the 50's, but I think anyone in their 60's should be reminded of it)

- Roth…