Retirement Planning: The Essential Checklists

29/04/2025 14 min
Retirement Planning: The Essential Checklists

Listen "Retirement Planning: The Essential Checklists"

Episode Synopsis

Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasizes the necessity of a well-thought-out financial strategy, including income planning, investment management, tax strategy, and estate planning to ensure a smooth and secure transition into retirement.   Schedule your complimentary appointment today: MichigansRetirementCoach.com   Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

More episodes of the podcast Michigan's Retirement Coach Podcast With Mike Douglas