A Christmas Retirement List

About this episode

Mindy and Nolan discuss creating a retirement plan checklist similar to Santa's Christmas list.

Santa makes a list - and checks it twice - when he delivers presents for the Christmas season. Why not do the same for a retirement plan? Today Mindy and Nolan help prepare that list and what should go on it, including plans for income, covering taxes, health care and leaving a legacy. 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.

People in this episode

Hosts: Mindy McIntosh, Nolan McIntosh, Mark Elliott

Topics covered

• retirement planning
• financial planning
• income planning
• taxes
• health care
• legacy planning

Keywords

• retirement
• financial planning
• income
• taxes
• health care
• legacy

Mentioned in this episode

Organizations: McIntosh and Associates, AE Wealth Management, LLC

Places: Freeland, Michigan

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