12 Things You Need to Know Before and After You Retire

What this episode covers

This essential checklist covers everything from the optimal time to claim Social Security to the often-overlooked tax implications of RMDs and Roth conversions. Learn how to strategically coordinate your portfolio, healthcare, and legacy plan to ensure a secure and confident transition into retirement.

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When was this Your Safe Money Show episode published?

This episode was published on May 9, 2026.

What is this episode about?

This essential checklist covers everything from the optimal time to claim Social Security to the often-overlooked tax implications of RMDs and Roth conversions. Learn how to strategically coordinate your portfolio, healthcare, and legacy plan to...

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