07/17-The 12 month retirement checklist episode artwork

EPISODE · Jul 18, 2024 · 33 MIN

07/17-The 12 month retirement checklist

from The Jon Sanchez Show · host Sanchez Gaunt Capital Mgmt

A few months ago, we did a show about the 5-year retirement check list.  It hilted numerous things you need to do to prepare for a successful retirement.  We're going to reduce this dramatically.  We’ll be focusing on a 12, 9-, 6-, 3- and 1-month checklist you need to complete so that retirement is everything you had hoped it would be.👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.

A few months ago, we did a show about the 5-year retirement check list.  It hilted numerous things you need to do to prepare for a successful retirement.  We're going to reduce this dramatically.  We’ll be focusing on a 12, 9-, 6-, 3- and 1-month checklist you need to complete so that retirement is everything you had hoped it would be.👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.

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07/17-The 12 month retirement checklist

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This episode was published on July 18, 2024.

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A few months ago, we did a show about the 5-year retirement check list.  It hilted numerous things you need to do to prepare for a successful retirement.  We're going to reduce this dramatically.  We’ll be focusing on a 12, 9-, 6-, 3- and 1-month...

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