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Seven Questions to Ask Yourself Before Retirement
Manage episode 434000669 series 3470804
In this episode of the Retire Ready Podcast, hosts Kyle and Kolin delve into the crucial questions you need to consider before entering retirement. Whether you're planning to retire soon or just starting to think about it, this episode is packed with practical insights and advice to help you prepare.
The hosts cover seven essential questions, including:
- When to Claim Social Security?
- Planning for Healthcare and Unexpected Costs?
- Managing Inflation and Economic Changes?
- Tax Planning?
- Generating Income in Retirement?
- Assessing Your Savings Needs?
- Creating a Legacy?
Join Kyle and Kolin as they break down these topics and provide actionable advice to help you navigate the complexities of retirement planning. Tune in to gain clarity on your retirement journey and ensure you're well-prepared for the future.
Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
109 tập
Manage episode 434000669 series 3470804
In this episode of the Retire Ready Podcast, hosts Kyle and Kolin delve into the crucial questions you need to consider before entering retirement. Whether you're planning to retire soon or just starting to think about it, this episode is packed with practical insights and advice to help you prepare.
The hosts cover seven essential questions, including:
- When to Claim Social Security?
- Planning for Healthcare and Unexpected Costs?
- Managing Inflation and Economic Changes?
- Tax Planning?
- Generating Income in Retirement?
- Assessing Your Savings Needs?
- Creating a Legacy?
Join Kyle and Kolin as they break down these topics and provide actionable advice to help you navigate the complexities of retirement planning. Tune in to gain clarity on your retirement journey and ensure you're well-prepared for the future.
Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
109 tập
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