Beyond the Numbers: The Essence of a Great Retirement.

Our guest, financial advisor David Edmisten, delves into retirement planning beyond finances, emphasizing lifestyle considerations. The discussion covers women's concerns about financial longevity, the intricacies of retirement decisions, and the emotional aspects of this life stage. Edmisten advocates for aligning financial choices with life goals, embracing retirement as a positive transition, and maintaining flexibility in plans.
He recommends creating a dedicated retirement income plan, ensuring 18 months of expenses are in cash, and optimizing taxes. Edmisten encourages individuals to explore and find a trustworthy financial planner who aligns with their values, emphasizing the need for comfort, understanding of fees, and a fit in the planning process. Tune in for valuable insights into holistic retirement planning.

David Edmisten, CFP®, is the Founder of Next Phase Financial Planning, LLC, a financial advisor in Prescott, AZ. Next Phase Financial Planning provides retirement, investment and tax planning that helps corporate employees retire with both financial and lifestyle security.   

I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children.  We enjoy traveling, the beach, hiking, sports, games, and serving others.  I also love music, playing guitar and sharing laughter with family and friends. 

Website: https://www.nextphasefp.com
LinkedIn: https://www.linkedin.com/in/davidedmisten/

Gayla's Info
Website:  https://gaylajoywellness.com
LinkedIn: https://www.linkedin.com/in/gaylabeyer/
Facebook: https://www.facebook.com/gaylajoywellness/
Instagram: https://www.instagram.com/gaylajoywellness/
https://www.pinterest.com/gaylajoywellness/

Disclaimer: The views and opinions expressed by the guest in this podcast episode are solely those of the individual and do not necessarily reflect the views, opinions, or official policies of the host or the hosting platform. The content provided by the guest is for informational and educational purposes only, and listeners are encouraged to conduct their own research and seek professional advice before making any financial decisions. Listeners should always use their discretion in evaluating the information presented in this podcast.