12 Things You Need to Know Before and After You Retire

26/10/2025

                    12 Things You Need to Know Before and After You Retire

Listen " 12 Things You Need to Know Before and After You Retire "

Episode Synopsis


This essential checklist covers everything from the optimal time to claim Social Security to the often-overlooked tax implications of RMDs and Roth conversions. Learn how to strategically coordinate your portfolio, healthcare, and legacy plan to ensure a secure and confident transition into retirement.