Retirement planning can be like a puzzle - you need to put the right pieces in the right places. In this episode, Mindy and Nolan discuss the various pieces needed for a proper retirement plan, such as when to withdraw from which accounts, when to take Social Security, doing things to allow for tax efficiency, etc.
The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
