HeyJaredExcel in Retirement: Financial Stewardship for Lasting Confidence
Financial planner David Treece helps you become a better steward of your finances so you can excel in retirement.
- Indexed episodes, last 90 days
- 1
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 11, 2026
Latest episodes
3. Why 59 ½ matters and what you need to do about it (opens the original)
Read excerpt
In this episode we discuss the critical age of 59 and a half in retirement planning. We explore the implications of this age, including making changes that benefit from a tax perspective. The conversation also covers the importance of proactive financial stewardship, understanding penalties for early withdrawals, and strategies for tax-efficient retirement planning. David emphasizes the need for you to take control of your financial future and make informed decisions as you approach retirement.
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.
See coverage about Excel in Retirement: Financial Stewardship for Lasting Confidence