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Upticks: A Financial Planning & Investment Podcast — Optimizing Your Retirement Accounts with Matthew Tomlin, CFP® (Ep. 213)
Not scored yet37m·2022-09-22·Money

Optimizing Your Retirement Accounts with Matthew Tomlin, CFP® (Ep. 213)

Upticks: A Financial Planning & Investment Podcast

This week, Matthew Tomlin, CFP®, joins me to discuss optimizing your retirement accounts. In this episode, we define the different types of retirement accounts, discuss where to save, what to own, and ultimately where to pull from in retirement. As always, don't hesitate to contact me or my team with any questions!…

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