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Listen "Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement"
Episode Synopsis
Take intermittent steps into retirement. Go part-time, then retire. Work with a financial planner that will look holistically at your income and assets. If you don’t have a pension, be sure you have a strategy for taking Social Security. That may include taking it early or waiting until after FRA. Have your adviser run different scenarios so you can see the difference with taxes, income and how your assets are used.
More episodes of the podcast Retirement DNA
Episode 40: A Conversation about Tax
21/01/2025
Episode 34: The Secure Act 2.0
18/01/2023
Episode 31: The Power of Zero
07/10/2022
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