Putting Together a Retirement Checklist

15/08/2024 14 min Episodio 180
Putting Together a Retirement Checklist

Listen "Putting Together a Retirement Checklist"

Episode Synopsis

Every individual will have a unique plan for retirement, but there are questions that every person should be able to answer before they make the transition. Am I prepared for increased tax rates in the future? What about if I live longer than I plan and I outlive my money? What do I want to happen with my money after I die? Today we’ll provide a comprehensive checklist that will help prepare you for retirement.  
 
Here’s what we discuss in today’s show:
Saving for the future while enjoying life in the present.
Being prepared for retirement risks.
Minimizing future tax liability.
Incorporating legacy planning into your overall plan.

 
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