Case Study: Failing in Retirement

Original Air Date: June 26, 2021  

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, to take a closer look at a couple who realized that it is possible to fail at retirement. Justin and K.C. highlight some of the mistakes and pitfalls retirees make that could derail their financial security in their golden years. 

Read the article: https://www.henssler.com/failure-to-plan-could-result-in-a-failure-in-retirement