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Countdown Clarity: Timing Your Retirement Preparations

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Manage episode 375105307 series 2712818
Content provided by Michael Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it.

Tune in to find out how far away from retirement you should have answers to these pressing questions.

In this episode, we’ll discuss:

  • Why you should start thinking about the option to downsize about 15 years out.
  • When you and your spouse should start picking out retirement dates and whether it’s best to stagger them.
  • Why Michael says you should be paying attention to your risk as much as 40 years before retirement.
  • Is it realistic to have a firm grip on expenses well in advance?

Learn more: https://caffeinecashflow.com/

Contact Michael:

https://www.westpacwealth.com/team/michael-schulte michael.schulte@westpacwealth.com 702-767-4897

  continue reading

77 episodes

Artwork
iconShare
 
Manage episode 375105307 series 2712818
Content provided by Michael Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it.

Tune in to find out how far away from retirement you should have answers to these pressing questions.

In this episode, we’ll discuss:

  • Why you should start thinking about the option to downsize about 15 years out.
  • When you and your spouse should start picking out retirement dates and whether it’s best to stagger them.
  • Why Michael says you should be paying attention to your risk as much as 40 years before retirement.
  • Is it realistic to have a firm grip on expenses well in advance?

Learn more: https://caffeinecashflow.com/

Contact Michael:

https://www.westpacwealth.com/team/michael-schulte michael.schulte@westpacwealth.com 702-767-4897

  continue reading

77 episodes

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