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Ep 15: 10 Point Checklist For Retirement Preparedness
Manage episode 355569252 series 3378480
Liz Whitteberry द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Liz Whitteberry या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions.
In this episode, Liz will share this 10-point checklist and explain how each item might impact your retirement. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Here’s some of what we’ll discuss in this episode:
· Do you know how much income you need each month? (1:58)
· Do you know the ideal time to take Social Security? (6:14)
· How do you handle market volatility and combat inflation as you move into and through retirement? (11:30)
· Are you prepared for the possibility of future tax increases? (14:34)
· Do you have a plan to address healthcare costs? (16:57)
· Do you know how you will spend your time in retirement? (21:07)
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
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