The Banyan Collective

Arts & Adventure Podcasting Since 2010 - Adventure For Your Ears

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

December 14th, 2021

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 Conversions.

Contact Info: planwithbaxter.com: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

Through the Pines - Reminding you to use yesterday’s dollars to finance tomorrow’s dreams

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