A Conversation About Retirement Planning

Barbara Treadwell, CFP®, hosts a conversation about the journey to retirement. This episode explores the practical and emotional aspects of transitioning from working life to retirement.

Topics discussed include:

• What to consider when selecting a financial planner
• The shift from earning income to relying on accumulated savings
• Planning for healthcare costs before Medicare eligibility
• Strategies like HSA contributions and employer benefits
• The importance of starting early and diversifying beyond a 401(k)
• Teaching financial responsibility across generations

Whether you're decades away from retirement or approaching it soon, this conversation offers perspectives on the planning process.