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EPISODE · May 18, 2023 · 56 MIN

Retirement Lifecycle - Starting Point

from The Retirement Factory · host Josh Wells, Manny Rezendes, and Jason Wells

Welcome to The Retirement Factory Radio Show! In this episode, we explore the phases of retirement: go-go, slow-go, and no-go. In the go-go phase, prepare for retirement by organizing your assets and choosing a distribution advisor. They'll assist with tasks like 401k rollovers, Social Security withdrawal, budgeting, and managing income distributions. Transitioning to the slow-go phase, focus on preserving assets while enjoying retirement. Consider downsizing or finding a more manageable living situation. Prioritize healthcare and adjust your retirement plan if needed. In the no-go phase, plan for the future and your legacy. Determine retirement benefits and ensure your loved ones are taken care of after you pass away. Organize your affairs to provide peace of mind. To Hear More Retirement Factory Episodes, visit: https://retirementfactory.com/ If you join one of our clubs, or attend an upcoming event, visit: https://euclidfs.com/community-2/ If you have a question about your portfolio, or need a second opinion on your retirement plans, please call 401-727-2727, or visit https://euclidfs.com/ for more info!

Episode metadata supplied by the publisher feed · Published May 18, 2023

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Retirement Lifecycle - Starting Point

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This episode was published on May 18, 2023.

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