Planning Your Retirement
The last thing retirees want is to run out of money. I interviewed Joey Basque, a financial planner, and my colleague at Westmount Wealth Management about financial planning for retirement. Joey and I start the episode by laying out the basics of retirement income planning and then discussing the crucial parts of a retirement income plan that pre-retirees and retirees need to consider. We hope you enjoy the episode!
This podcast episode has been prepared by Mehul Gandhi, CFP®️, CLU®️, TEP who is a Senior Insurance Advisor and Managing Director for Westmount Wealth Planning Inc., and a Financial Planner for Westmount Wealth Management Inc. Joe Basque, CFP®️, CIM®️ is a Wealth Advisor and Financial Planner for Westmount Wealth Management Inc. and an Insurance Advisor for Westmount Wealth Planning Inc. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.
This episode contains the current opinions of the host and guests, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax, or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation.
