Ep # 92: Approaching Your Final Career Year? Get Ready For Retirement With This Checklist.

In this podcast episode, we provide a checklist to help prepare for your final career year.  This is partially a financial conversation, but what we've come to recognize is that during this time of change, many experience fears of getting it wrong, failure, and anticipating loneliness. There's a big psychological hurdle to approaching financial independence too. When we talk about preparing, it's really to help with those emotions and provide a sense of financial security. If you are thinking this may be your last year of work, there are also financial considerations for your bridge years.  What happens when your paycheck stops?  Do you know what your monthly expenses are?  Have you thought about a budget?  Have you thought about healthcare?We've walked many people through this process and if you're not really sure about the next steps to take with this checklist, then reach out to us!Tracking # T005369Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.