Check It Before You Wreck It

This conversation covers various aspects of retirement planning, including the importance of a written plan, creating a budget or spending plan, considering healthcare costs, tax planning, asset inventory, asset allocation and risk exposure, social security optimization, legacy planning and estate documents, long-term care and life insurance, helping a spouse or partner save for retirement, making use of a raise, reviewing account balances, and planning together for retirement. In this episode, Jackie Selby and Adam Moeller discuss various topics related to retirement planning and financial advice. They cover setting big goals for retirement and supplementing pension income.  Reach out to Adam at 800-467-0737 or AJM FinancialSee omnystudio.com/listener for privacy information.