Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager about items to consider when approaching retirement. After spending so much time saving assets how do you ensure you are ready to draw from your portfolio? Do you have other areas of your life in order such as securing health insurance if you no loner have access to an employer plan? Join in as we explore on our latest podcast episode. More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB Important legal disclosure: http://bit.ly/2DC250b
Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b