Podcast: What is the national state of retirement

February 22, 2019

Podomatic | iTunes  

In this episode, Paula McMillan, CPA/PFS. She answers the questions:

  • How has the vision of a meaningful retirement and the tools to achieve it evolved over the last several decades?
  • What is today’s vision of a meaningful retirement?
  • What do your clients fear most about financing retirement?
  • How can you guide your clients in designing a retirement that is meaningful to them?

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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