Podcast: Lessons from the 9th hole: what current retirees have to say

March 29, 2019

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In this episode, Paula McMillan, CPA/PFS shares what current retirees have to say about retirement and lessons they’ve learned along the way. She answers the question: What are the six factors paramount to a successful retirement?

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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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