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
Why Retirement Planning Ain’t What It Used To Be
Do You Concur? Picking Sides In Important Financial Debates
The Potential Forgiveness Of Student Loans Being Proposed
The New Assessment Of The Costs Of Healthcare In Retirement
Life Insurance & Retirement Statistics
Financial Terms & Housing Questions In Retirement
Understanding Financial Jargon: Advisor Designations & Definitions
When Guessing At Retirement’s Most Important Questions Goes Wrong
What They’re Saying: What Is The Most Important Part Of Retirement Planning?
Who Even Needs A Financial Advisor?
What They’re Saying: 2022 Economic Predictions
Retirement Potpourri: Fill In The Blank
22 Resolutions for 2022, Part 2
22 Resolutions for 2022, Part 1
Quit Cutting Corners In Financial Planning
Retirement Jigsaw Puzzle
Financial Temptations
Income Planning Essentials
How Age & Wisdom Play Into Financial Planning
Summer Break & Inflation
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