Insurance Strategies For A Worry-Free Retirement (Webinar Recording)

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Insurance Strategies For A Worry-Free Retirement (Webinar Recording)Insurance Strategies for a Worry-Free Retirement (Webinar Recording)

Managing your time and money are two key components to any retirement plan. And while we absolutely endorse taking up pickleball to keep you active, we’re much better equipped to speak to the financial considerations that go into retirement planning — particularly as it relates to insurance and wealth management.

That’s why we arranged a meeting of the minds (ok, fine: a webinar) to really get into the nitty-gritty. Tyler End (CFP®, CEO, and Co-Founder of Retirable) and Stuart Winchester (CEO and Founder of Marble — and a licensed insurance agent!) spoke with moderator and investor Stephanie Choo about some of the ways to manage your insurance and strengthen your retirement plan.   

Topics included:

  • How insurance can supplement your existing retirement income strategies
  • How building a plan around insurance changes as you age
  • Different types of life insurance and how to evaluate them
  • Ways to save on auto and home insurance as a retiree
  • And more!

If you’re eager to hear from these experts (we can’t blame you!), you can watch a recording of the webinar, which took place on August 2nd, 2023.