Baird’s Tim Steffen Discusses Retirement-Planning Pitfalls with Morningstar

January 15, 2015

Tim Steffen, CPA/PFS, CFP®, Baird’s Director of Financial Planning, discusses common retirement planning mistakes such as not having a well-thought-out plan, holding too much company stock and being too generous with family members with Christine Benz, Director of Financial Planning for Morningstar.com.

For more information, watch the video.

Morningstar Interview