How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.
Show Notes:
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Steering Clear of Retirement Stress
Retirement Questions That Every Generation Is Asking
Finance Fortress: Practical Strategies for Protecting Retirees Against Scams & Fraud
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
Retirement Planning Is Harder Than It Used To Be
Mailbag: Social Security, Caring For Aging Parents, Company Stock & More
Are Your Good Money Habits Holding You Back?
The Questions You Must Ask Your Financial Advisor
Patience Pays: The Power of Delayed Gratification
Financial Tweaks That Matter: Small Steps, Big Impact
End of Year Financial Planning For 2023
Money Mistakes You’ll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Are There Universal Retirement Truths?
Navigating the Transition to a New Financial Advisor
Building An Estate Plan With No Regrets
Mailbag: Recession Worries, Gifts for Children, College Funding & More
Mastering Retirement Cash Flow: Understanding Income
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
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