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5 Financial Decisions to make for retirement

The Wiser Financial Advisor Podcast with Josh Nelson · 5 октября 2026 г. · 21 мин

This podcast covers the major financial decisions leading into retirement focusing on a core checklist of choices. Determining the Timing and Affordability of Retirement Optimizing Social Security Strategy Establishing a Tax-Efficient Withdrawal Order, How to bridge the gap between regular private insurance and Medicare.  Working them all together Instagram: https://www.instagram.com/keystonefin/ Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651 Contact Josh Nelson: https://www.keystonefinancial.com Contact Jeremy Busch: https//www.keystonefinancial.com Podcast Editor: Tim Leaman/info.primegen@gmail.com