Christian Financial Perspectives

Christian Financial Perspectives


40 – About to Retire, Now What?

June 24, 2019

Bob and Mary Jo cover the importance of working with a trusted advisor to help you understand the complexity of all of the moving pieces and parts of retirement and how these pieces fit together for your benefit.


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* Investment advisory services offered through Christian Investment Advisors​ Inc.​, a registered investment advisor not affiliated with Cetera Advisor Networks LLC. Securities may also be offered through Cetera Advisor Networks LLC, member FINRA / SIPC. ​Cetera is under separate ownership from any other named entity.


** Comments from today’s show are for informational purposes only and not to be considered investment advice or recommendations to buy or sell any company that may have been mentioned or discussed. The opinions expressed are solely those of the hosts, Bob Barber and Mary Jo Lyons. Bob and Mary Jo do not provide tax advice and encourage you to seek guidance from a tax professional.


*** Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of FINRA website for additional information. For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.