David Holland, CPA, CFP®, is joined by Kerry Hannon, bestselling author of "Never Too Old to Get Rich", who tells us why we need to change our thinking about retirement. The Panel of CFP® practitioners discusses when and how to plan retirement. David Holland reveals three "Retirement Mistakes" you don't want to make! The panel of CFP® professionals includes Stephanie Barnier, CFP®, Founder, Clear Sky Wealth; Katherine Liola, CFP®, BFA™, CRPC®, AIF®, Founder and CEO, Concentric Private Wealth; and Kathleen Longo, CFP®, CAP®, CDFA®, Founder, Flourish Wealth Management.
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