Episode 205: 10 Point Checklist For Retirement Preparedness, Part 1

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.

This week, we’ll cover the first five points in the checklist and then review the next five items in next week’s podcast with part 2. From determining your retirement income needs to guarding against some of the unknowns ahead, David shares what you’ll want to think about when it comes to your retirement plan.

And here are the next three resolutions to focus on this year:

• Do I know how much income I need each month? (3:39)
• What order should I withdraw from my accounts? (9:00)
• When is the ideal time to take Social Security? (12:51)
• Have I addressed longevity risk? (18:37)
• Am I prepared to handle market volatility? (21:50)

For additional resources or to contact David, visit us online:

http://coveryourassetskc.com

Or call: 913-317-1414