Jake Landau, CFP®

Hi! I'm Jake Landau, CFP® and the founder of Woolstone Wealth Management, a fee-only financial planning firm built specifically for people in the ten or so years on either side of retirement.

Here I cover the stuff that actually matters in the years leading up to and just after retirement. Tax planning, Social Security timing, investment strategy, Medicare, withdrawal sequencing, and the decisions that tend to have the biggest impact on whether your retirement works the way you hoped.

The content on this channel is for educational and informational purposes only and should not be construed as personalized investment, tax, or legal advice. Watching this channel does not create a client relationship with Woolstone Wealth Management. Please consult a qualified financial professional before making any financial decisions. Woolstone Wealth Management is a registered investment adviser in the Commonwealth of Pennsylvania.