Video: Baird’s Tim Steffen Discusses Tips for Managing Debt in Retirement on Morningstar

January 5, 2018

Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, says retirees and pre-retirees should pay attention to loans to children, mortgages, and home equity lines of credit in an interview with Christine Benz from Morningstar.

For more of Tim’s insights, watch the interview below.