EPISODE · Aug 20, 2023 · 29 MIN
Retirement Planning Checklist in Your 50's!
from That Financial Guy · host Keith and Jack Wilson
Are you ready for retirement? If you are in your 50's, here are some things to check off your list to be prepared for retirement:- Evaluate your current plan to make sure it's on track- Review your investment strategies- Review your social security statements for accuracies- Consider Roth conversions- Get out of debt- Consider Long Term Care Insurance- Make sure estate planning documents are in place and review beneficiary designations.Check out the YouTube video version of this podcast here: https://youtu.be/NfEI_cPLtqoHelping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉 https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-check-upTo schedule a complimentary consultation with me: 👉 https://wfa-nc.com/connectI want you to be more confident in your future: whether that be through preparing for retirement, financial planning, portfolio analysis, or college planning. I trust the information you receive through these videosproves helpful with your personal financial situation!Website: www.wfa-nc.comFacebook: https://www.facebook.com/KeithWilsonF...Linkedin: https://www.linkedin.com/in/keithwils...I am looking forward to seeing you achieve your financial goals!Helping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉 https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...
What this episode covers
Are you ready for retirement? If you are in your 50's, here are some things to check off your list to be prepared for retirement: - Evaluate your current plan to make sure it's on track - Review your investment strategies - Review your social security statements for accuracies - Consider Roth conversions - Get out of debt - Consider Long Term Care Insurance - Make sure estate planning documents are in place and review beneficiary designations. Check out the YouTube video version of this podc...
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Retirement Planning Checklist in Your 50's!
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