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Three Questions Retirees Need to Answer Regarding Their Treasure
April 09, 2024
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When it comes to retirement, money and finances dominate the conversation. Most of the dialogue, however, is around strategies on building and maintaining wealth. While a solid, financial plan is vital to the life a retiree, there are deeper, less obvious questions that need to get answered. In this podcast, Ben Taatjes will overview three of the most important questions a retiree can answer regarding their treasure.
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Meet Your Host
Ben has been in the financial services industry for nearly two decades. He has worked alongside thousands of families and individuals while owning and operating Taatjes Financial Group, a retirement planning firm in west-central Minnesota. While Ben loves to work with retirees, his passion extends far beyond the numbers. This passion led to the publishing of his first book, Repurposed: The Untold Story of Retirement in America in 2017 as well as co-founding Retire Repurposed in 2019.
