Season 3 Episode 5 of BankCents – The Podcast That Makes Sense of All Things Banking!Greg is joined by BOS Wealth and Planning advisor, Max Cook, to breakdown 5 areas to consider as you’re planning for retirement. Max shares insight on Income vs. Expenses, Social Security Planning, Healthcare Expenses, and more!Intro: 1:15 Income & Expenses: 2:33 Social Security Planning: 4:08 Healthcare Expenses: 7:41 Tax Planning: 9:26 Withdrawal Strategies: 11:40 Learn more about BOS Wealth and Planning: https://www.investwithbos.com/This podcast is for educational purposes.Watch on YouTube: https://youtu.be/XJFPrfstX6gSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank of Springfield and BOS Wealth & Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BOS Wealth & Planning, and may also be employees of Bank of Springfield. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Bank of Springfield or BOS Wealth & Planning. Securities and insurance offered through LPL or its affiliates are: Not insured by FDIC or any other government agency, Not Bank of Springfield Guaranteed, Not Bank of Springfield Deposits or Obligations, May lose value.Music by FASSounds from Pixabay

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