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


- 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.

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

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