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Podcast: Your Financial Pharmacist
Episode: YFP 286: YFP Planning Case Study #5: Modeling Retirement Scenarios and How to Handle a Large Cash Position
Description: YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Christina Slavonik, CFP® to discuss retirement scenarios and how to handle a large cash position in this YFP Planning Case Study. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Tax YFP 108: How to Effectively Talk with Mom & Dad About Their Finances Case Study #5 Summary Sheet Your Financial Pharmacist Disclaimer and Disclosures