Equipping Points:
Retirement is a significant milestone that requires careful planning and preparation. In today’s podcast, Eric shares a comprehensive checklist to ensure you’re fully prepared for your golden years.
Being retirement ready involves more than just saving money. It requires a detailed and dynamic plan that accounts for various factors such as income needs, tax efficiency, market volatility, and inflation. By following the checklist and working with a trustworthy financial professional you can enjoy a secure and financially sound retirement.
Here’s some of what we discuss in this episode:
- Understanding your monthly income needs.
- Choosing the right account for withdrawals.
- Timing Social Security benefits appropriately.
- Addressing longevity risk.
- Handling market volatility.
- Combating inflation and preparing for future tax increases.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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