This is the sixth episode of the Investing By Age series.
The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.
As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise.
Listen now and learn:
- How to simplify your investments
- Strategies for minimizing your total lifetime tax bill
- Different ways to navigate healthcare costs
To listen to the entire 6-part series this episode aired with and view all the show notes, visit these links:
- EP.56: Investing in Your 20s
- EP.57: Investing in Your 30s
- EP.58: Investing in Your 40s
- EP.59: Investing in Your 50s
- EP.60: Investing in Your 60s
- EP.61: Investing in Retirement
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About the Podcast
Long-term investing made simple. Most people enter the markets without understanding how to grow their wealth over the long term or clearly hit their financial goals. The Long Term Investor shows you how to proactively minimize taxes, hedge against rising inflation, and ride the waves of volatility with confidence.
Hosted by the advisor, Chief Investment Officer of Plancorp, and author of “Making Money Simple,” Peter Lazaroff shares practical advice on how to make smart investment decisions your future self with thank you for. A go-to source for top media outlets like CNBC, the Wall Street Journal, and CNN Money, Peter unpacks the clear, strategic, and calculated approach he uses to decisively manage over 5.5 billion in investments for clients at Plancorp.
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