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Lisa Brown, CFP®, CIMA® Sep 2, 2022 3:48:00 PM < 1 min read

Taking Stock: Getting Your Retirement Number Right

Episode # 31

Getting Your Retirement Number Right

She grew up on a tobacco farm and smoked every day of her adult life.  She outlived her life expectancy by 30 years but didn't run out of money.  This woman got her retirement number right.  Hear from finance expert Wesley Wood on calculating how much you can spend in retirement and remain financially secure, just like his great-grandmother.

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Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."