Navigating Retirement with Purpose with Amy Braun-Bostich: Fiduciary Voices #FinLit Series

In this episode of the Fiduciary Voices #FinLit Series, guest host Bob Veres speaks with Amy Braun-Bostich, CFP®, APMA®, CFS®, CLTC®, Founder and CEO of Braun-Bostich & Associates, about retirement planning in the context of living with intention.

Braun-Bostich discusses her financial planning journey and some things she's learned along the way. ​

With almost 35 years of experience in the profession, she talks about the client relationship side of financial planning, shares advice for advisors, and some impactful client stories. Braun-Bostich shares some of her expert insights into retirement planning, including recognizing those who struggle with retirement, emotional well-being, risks, and more. She also discusses creating a successful and satisfying retirement for clients and how advisors can help clients feel comfortable spending and giving their money.

Learn more about Amy Braun-Bostich and Braun-Bostich & Associates at Braun-Bostich.com.

[Video: 21:38]