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EP #57: Retirement Dress Rehearsal: Prepare for Retirement Like a Pro

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Manage episode 378865973 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional 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.

Joe and Lindsay dive into the concept of a "retirement dress rehearsal.” Doing a dry run of retirement leads to a smooth retirement transition and prior planning prevents poor performance!

They stress the significance of understanding your cash flow needs in the year or two before retiring. They guide you through the process of setting up separate bank accounts for income and spending, ensuring that your retirement budget aligns with real-world spending patterns. They also explore common mistakes people make during retirement, such as underestimating their spending needs and leaving major projects for retirement.

Read the full show notes and find more information here: EP 57 Show Notes

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 378865973 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional 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.

Joe and Lindsay dive into the concept of a "retirement dress rehearsal.” Doing a dry run of retirement leads to a smooth retirement transition and prior planning prevents poor performance!

They stress the significance of understanding your cash flow needs in the year or two before retiring. They guide you through the process of setting up separate bank accounts for income and spending, ensuring that your retirement budget aligns with real-world spending patterns. They also explore common mistakes people make during retirement, such as underestimating their spending needs and leaving major projects for retirement.

Read the full show notes and find more information here: EP 57 Show Notes

  continue reading

100 episodes

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