The Retirement Milestone Map: What to Do at Every Key Age

17/06/2025 12 min
The Retirement Milestone Map: What to Do at Every Key Age

Listen "The Retirement Milestone Map: What to Do at Every Key Age"

Episode Synopsis

What happens at age 59½ that could change your retirement strategy? Financial advisor Jon Hicks breaks down the key age milestones that shape your retirement decisions—from in-service withdrawals and Social Security timing to Medicare enrollment and required minimum distributions. Learn how each age unlocks new financial choices and why getting a second opinion might be worth it. Whether you're DIY-ing your plan or working with an advisor, this episode helps you think through the critical checkpoints on your retirement timeline.   Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.