Holistic Retirement Planning - August 16, 2025

18/08/2025 55 min
Holistic Retirement Planning - August 16, 2025

Listen "Holistic Retirement Planning - August 16, 2025"

Episode Synopsis

In this episode of "What's On Wealth," host Ralph Hipp and Barry Watts discuss the intricacies of retirement planning, emphasizing the importance of holistic financial planning over mere investment strategies. They also explore family dynamics concerning estate planning and long-term care, providing practical advice for both pre-retirees and those already retired. Learn about creating a comprehensive retirement plan that encompasses income, legacy, taxes, and more, all while addressing personal and family challenges.