Customizing Financial Strategies for Retirees (Ep. 20)

Customizing Financial Strategies for Retirees (Ep. 20)

Have you ever had the feeling that unexpected events disrupt your well-planned routine? What role do family dynamics play in your retirement planning decisions? 

In this episode, Brett Ramsey speaks with Kim Cox, a nurse practitioner and soon-to-be retiree, about her experience in planning for retirement and how she gained confidence in the plan she made. They emphasize the significance of planning, communication, and seeking expertise in financial decisions. 

Brett and Kim discuss:

  • How unexpected events can derail retirement planning
  • The benefits of attending retirement classes and educating oneself about retirement
  • Kim’s story of transitioning to part-time work and being a parent and grandparent
  • The importance of open communication with financial advisors to gain confidence in retirement planning
  • And more


Connect with Brett Ramsey:

About Brett Ramsey:

Brett is committed to educating others—especially his clients—to become confident in their own financial decisions. As co-owner and LPL financial advisors at Artisan Wealth Strategies, he specializes in retirement, income planning, as well as comprehensive financial planning. Brett has been in the financial industry for 20 years. 

Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. He received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. 

In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. 

Brett now lives in Carmel, Indiana, with his family which is his favorite pastime, but he’s also an avid athlete. An active member of his community, Brett has organized many educational classes on financial topics and taught classes for many non-profit organizations. 

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