This is the sixth episode of the Investing By Age series.

The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.

As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise.

Listen now and learn:

How to simplify your investments
Strategies for minimizing your total lifetime tax bill
Different ways to navigate healthcare costs

To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to:

You’ll also find all the show notes, free resources, and links mentioned in this episode.