• The Wiser Financial Advisor: "Phased Retirement" #140

  • Jan 27 2025
  • Length: 16 mins
  • Podcast

The Wiser Financial Advisor: "Phased Retirement" #140

  • Summary

  • In this episode host, Josh Nelson, explores the concept of phased retirement, a flexible approach to transitioning from full-time work to retirement. Learn how it benefits both employees and employers, with insights on planning, financial considerations, and work-life balance. Whether you’re nearing retirement or supporting employees through the process, this episode provides valuable strategies for a smoother transition.

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    Contact Josh Nelson: https://www.keystonefinancial.com
    Contact Jeremy Busch: https//www.keystonefinancial.com
    Podcast Editing: Tim Leaman/info.primegen@gmail.com

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