Five Important Steps to Take Before Retiring (Ep. 99)

07/01/2022 16 min
Five Important Steps to Take Before Retiring (Ep. 99)

Listen "Five Important Steps to Take Before Retiring (Ep. 99)"

Episode Synopsis

What are you going to do every day in retirement? As you think a little bit more about retirement, there are five important planning steps to keep in mind. 
In this episode, Larry Heller discusses each of the five steps to start planning for a well lived retirement. This episode will help you start visualizing your dream retirement and what it looks like for you!
Larry discusses: 

Visualizing your future life
Tax and legacy planning
How much money is enough money
The impacts of long-term illness
And much more!

Resources: 

Retire Right: 98. Year-End Planning Recommendations for Retirees
Heller Wealth Management

Connect With Larry Heller:

Email Larry 
(631) 293-2806
Heller Wealth Management

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