Financial Planning and Life Changes during Retirement

26/03/2025 5 min
Financial Planning and Life Changes during Retirement

Listen "Financial Planning and Life Changes during Retirement"

Episode Synopsis

In this five minute episode of Bond&Devick's podcast, RJ Devick and Brittany Metzig share insights on helping clients navigate changes and updates throughout retirement. They cover key topics such as cash flow management, tax strategies, Medicare planning, asset flexibility, life transitions, and much more.