Approaching Retirement with Andrew J. Costanzo, Jr.

In this episode of the CFG Podcast Series, Andrew J. Costanzo Jr. joins Mitchell Stehly to continue our series on the financial planning lifecycle, this time focusing on what you should be thinking about when approaching retirement. Andy discusses what tools you can utilize to save for retirement, debt management, assessing the feasibility of your plan, diversification and asset allocation, estate planning, healthcare and much more.

Costanzo Financial Group is a firm owned region of Cetera Advisors. Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a Broker-Dealer and Registered Investment Advisor.

This site is published for residents of the United States only. Registered representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisors site at www.ceteraadvisors.com.

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise | Order Routing

Copyright 2023 Costanzo Financial Group

Subscribe to Podcast