DiscoverRetirement Coach's CornerEp 38: Retirement Preparedness Checklist, Part 1
Ep 38: Retirement Preparedness Checklist, Part 1

Ep 38: Retirement Preparedness Checklist, Part 1

Update: 2023-01-05
Share

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 )

 

Looking for more financial information, visit us online here: https://mercurioadvisors.com/podcasts/ 

Want to get in touch? Contact us here: https://mercurioadvisors.com/contact/ 

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Ep 38: Retirement Preparedness Checklist, Part 1

Ep 38: Retirement Preparedness Checklist, Part 1