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.
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
Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.