Retirement is a significant milestone that requires careful planning and preparation. In today’s podcast, Eric shares a comprehensive checklist to ensure you're fully prepared for your golden years.
 
Here’s some of what we discuss in this episode:
Understanding your monthly income needs.
Choosing the right account for withdrawals.
Timing Social Security benefits appropriately.
Addressing longevity risk.
Handling market volatility.
Combating inflation and preparing for future tax increases.

 
Get in touch with the Peterson Financial team: https://petersonfg.com/

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