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 Should You Plan For Retirement With A Sense Of Urgency?
Exposing 401(k) Weaknesses
Are Tax Advantages Overrated?
“Fake News” Impacting Your Finances
Don’t Utter These Famous Last Words
5 Simple Retirement Questions (That Are Hard To Answer)
What's Bugging Charles
50 Shades Of Gray Area
Top Distractions Throwing You Off Your Financial Game
Risk Tolerance
Are You Asking The Wrong Financial Questions?
Real Financial Advising Is Solving Problems
Settle The Debate - Right Or Wrong
Winding Back The Debt Clock
Important Financial Terms You Should Know
Retirement Planning: More Than Just Investments
Sales Pitches Versus True Planning
Fuzzy Math
Dealing With Divorce
Unique Planning Challenges
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