EPISODE · Jul 21, 2020 · 18 MIN
What Issues Should You Consider Before Retiring?
from Ready For Retirement · host James
This episode of the Ready for Retirement podcast is a top-level flyby of the topics to consider as you prepare for retirement. Many of these topics have been covered in detail in previous episodes, so you may find it helpful to go back and listen to have a better understanding. The main issues that should be involved in your retirement planning are cash flow, healthcare and insurance, asset and debt options, and tax planning. While you can do some of this planning on your own, you will notice several times throughout this episode that there are strategies for optimizing your Social Security or tax benefits based on your particular situation, which would best be handled by talking with a financial advisor or planner.Be sure you also download the issues checklist and review the HSA contributions flowchart on our website!LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
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What this episode covers
This episode of the Ready for Retirement podcast is a top-level flyby of the topics to consider as you prepare for retirement. Many of these topics have been covered in detail in previous episodes, so you may find it helpful to go back and listen to have a better understanding. The main issues that should be involved in your retirement planning are cash flow, healthcare and insurance, asset and debt options, and tax planning. While you can do some of this planning on your own, you will...
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What Issues Should You Consider Before Retiring?
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