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55. Preparing Financially For Your Retirement with Bill Douglass

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Manage episode 265175280 series 2633233
Content provided by Domenic Rinaldi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Domenic Rinaldi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A significant component of retirement planning is “knowing your number,” i.e., getting a good grasp of how much you need to fund your post-business endeavors – whether it’s operating another business, retirement, or philanthropic work. Joining Domenic Rinaldi on the show today, William “Bill” Douglass, CRPC, CPFA, is an expert in this regard. He is a senior member of the Newman Douglass Wealth Management Team at Merrill Lynch. For 30 years, he has helped individuals, families, and businesses navigate their financial goals. In this episode, Bill and Domenic talk about the financial aspects you need to consider when planning for retirement.

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108 episodes

Artwork
iconShare
 
Manage episode 265175280 series 2633233
Content provided by Domenic Rinaldi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Domenic Rinaldi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A significant component of retirement planning is “knowing your number,” i.e., getting a good grasp of how much you need to fund your post-business endeavors – whether it’s operating another business, retirement, or philanthropic work. Joining Domenic Rinaldi on the show today, William “Bill” Douglass, CRPC, CPFA, is an expert in this regard. He is a senior member of the Newman Douglass Wealth Management Team at Merrill Lynch. For 30 years, he has helped individuals, families, and businesses navigate their financial goals. In this episode, Bill and Domenic talk about the financial aspects you need to consider when planning for retirement.

Love the show? Subscribe, rate, review, and share!

Join the M&A Unplugged Community today:

  continue reading

108 episodes

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