Episode #9 -Top 5 Issues to Consider When Retiring

JT and David discuss the top 5 issues to consider before retirement.

They include:

-Cash flow: How much will you need?

-Income: Where will your money be coming from?

-Health Insurance: What will you and your family do for health insurance?

-Investment Management in retirement: will you change how you are invested in retirement?

-Tax Planning in retirement: Factors to consider when accounting for taxes in retirement.

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