Dollars & Sense with a couple of gents

Lifestyle Planning - Retirement

August 21, 2020 Ellis Financial Group
Dollars & Sense with a couple of gents
Lifestyle Planning - Retirement
Show Notes

Wealth Advisors Stephen Ellis and Robert Wolfson expand on the concept of Lifestyle Planning. They discuss planning for retirement from a lifestyle perspective including accounting for the health and social aspects of retirement, replacing work, and long term care considerations.