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Retirement Checklist
Manage episode 424528307 series 2401637
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/
300 episodes
Manage episode 424528307 series 2401637
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/
300 episodes
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