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Episode #15 - Top 5 Planning Issues for Recent Retirees to Consider

JT and David discuss the top 5 issues for recent retirees to consider.

They include:

1) Shift in mindset: Taking distributions from a portfolio is very different from making contributions.

2) Income to match your desired lifestyle: Ensure anticipated income will match the spending necessary to match the desired lifestyle.

3) Investment Allocation: Investing in retirement is different from investing for retirement.

4) Plan for a medical event: No one likes to think about it but there should be a plan in place for a major medical event.

5) Transfer of Assets: How do you want your assets transferred and when?

The golden years are the time to enjoy the fruits of your labor.  Take time to address the 5 planning issues discussed.

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