Ep 38: Retirement Preparedness Checklist, Part 1
Update: 2023-01-05
Description
Whether or not you’ve made any New Year’s resolutions yet, right now is a good time to look ahead financially. We go over a checklist for retirement preparedness as you formulate your retirement plan. Do you know the answers to these questions?
Here are the first five questions you should be asking:
- Do I know how much income I need every month? (1:46 )
- Which account should I withdraw from first? (3:27 )
- Do I know the ideal time to take Social Security? (5:41 )
- Have I addressed longevity risk? (8:14 )
- Am I prepared to handle market volatility? (10:35 )
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