12 Things You Need to Know Before and After you Retire Pa...

What this episode covers

We dive into the critical financial moves you must make immediately after you punch out for good. Learn how to transition from an accumulation mindset to a strategic distribution plan, including the crucial decisions about your withdrawal strategy and tax-efficient account sequencing. We cover the post-retirement checklist: from reassessing your budget to updating your estate plan and managing market risk when every dollar counts.

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How long is this episode of Your Safe Money Show?

Episode duration information is not available.

When was this Your Safe Money Show episode published?

This episode was published on November 2, 2025.

What is this episode about?

We dive into the critical financial moves you must make immediately after you punch out for good. Learn how to transition from an accumulation mindset to a strategic distribution plan, including the crucial decisions about your withdrawal strategy...

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