2023 Edition: 10 Point Checklist For Retirement Preparedness

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. 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.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

1:09 - Main Topic: Retirement Checklist

2:26 - How Much Monthly Income You Need In Retirement

4:49 - Ideal Time To Take Social Security

6:19 - Longevity Risk

8:22 - Market Volatility

9:30 - Inflation

10:48 - Tax Increases

13:37 - Healthcare Costs

14:45 - Legacy

15:57 - Current Investments

17:34 - What Do You Want Retirement To Look Like?

19:03 - Mailbag: Richards Asks If A 529 Plan Is The Best Vehicle For College Savings

22:16 - Upcoming Long Term Care Workshop