The Transition into Retirement

Posted on 7-19-2022

Retirement doesn’t look the same from person to person.

But, there are several consistencies that can be found for any retiree.

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Former Insurance Professional, Marv Feldman, as he talks about his experience retiring after running a successful business, and also how you can improve your retirement plans.

Click here to listen to this week’s program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning

Update from Heather:

Guided Path has moved!
The new address is 916 Willard Drive, Suite 120, and the office number is 920-301-3011.

I look forward to seeing you in the new space!
~ Heather Lindsley