facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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.




If you enjoyed this episode, consider subscribing on Apple, Spotify and YouTube using the links below:

Apple

Spotify

YouTube

Question or comments? Drop us a line!