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Tips for Managing Debt in Retirement

Baird's Tim Steffen says retirees and pre-retirees should pay attention to loans to children, mortgages, and home equity lines of credit.

Tips for Managing Debt in Retirement

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. More and more older adults are carrying debt into retirement. Joining me to share some tips on how pre-retirees and retirees should approach their debt is Tim Steffen. He is director of advanced planning for Baird Private Wealth Management.

Tim, thank you so much for being here.

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