191 A Special Offer For You
01/25/19 • 25 min
Jason and Emilia discuss the launch of his revised and updated book, Sound Retirement Planning.
Jason and Emilia discuss the launch of his revised and updated book, Sound Retirement Planning.
Previous Episode
190 Retiring Right with Tane Cabe
Jason talks to Tane Cabe about lifestyle decisions on where to retire, and how to us a HECM Mortgage for financing your retirement home.
To learn more visit: www.retiringright.us
Next Episode
192 "529 Savings Plans for Grandparents"
In this episode I interview Jeffrey J. Pritchard, CFP®, CAP® about his new book, 529 Savings Plans for Grandparents Creating a Family Legacy of Higher Education.
For thirty-five years Jeff Pritchard has worked with some of the nation’s premiere wealth management organizations, advising families how to achieve their multigenerational financial and philanthropic goals. Jeff holds a Master of Business Administration degree (MBA), is a Certified Financial Planner (CFP) and a Chartered Advisor in Philanthropy (CAP).
He is the author of five other books and has been quoted in publications such as US News & World Report, Trusts & Estates, Money, USA Today, among others.
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