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Retirement Checklist

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Manage episode 424528307 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson 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.

Retirement is a significant milestone that requires careful planning and preparation. In today’s podcast, Eric shares a comprehensive checklist to ensure you're fully prepared for your golden years.

Here’s some of what we discuss in this episode:

  • Understanding your monthly income needs.
  • Choosing the right account for withdrawals.
  • Timing Social Security benefits appropriately.
  • Addressing longevity risk.
  • Handling market volatility.
  • Combating inflation and preparing for future tax increases.

Get in touch with the Peterson Financial team: https://petersonfg.com/

  continue reading

300 episodes

Artwork

Retirement Checklist

Retirement Ready

16 subscribers

published

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Manage episode 424528307 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson 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.

Retirement is a significant milestone that requires careful planning and preparation. In today’s podcast, Eric shares a comprehensive checklist to ensure you're fully prepared for your golden years.

Here’s some of what we discuss in this episode:

  • Understanding your monthly income needs.
  • Choosing the right account for withdrawals.
  • Timing Social Security benefits appropriately.
  • Addressing longevity risk.
  • Handling market volatility.
  • Combating inflation and preparing for future tax increases.

Get in touch with the Peterson Financial team: https://petersonfg.com/

  continue reading

300 episodes

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