Many say that age is just a number, but when it comes to retirement planning, age means much more than that. Join us in this insightful episode as we delve into the world of financial milestones that can significantly impact your retirement planning. From age 50 to 75, we uncover the strategies, opportunities, and pitfalls tied to these pivotal years.
Before you retire, there are three important gaps that you need to have filled to help you enjoy retirement and live with confidence.
In This Video: We often hear people make assumptions about retirement that they end up building a plan around but making a mistake with healthcare,
Subscribe With Your Favorite App Show Notes If you’re on Medicare or will be switching over to it soon, this episode will be extremely valuable
Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about retiring prior to the age of qualifying for Medicare, gifting to your kids and grandkids, having multiple IRAs and long-term care.
You might not pay as close attention to your birthdays as you get older, but there are some ages that you need to be paying attention to. On this episode, we’re sharing the most important birthdays in retirement planning. We’ll take you through some of the key ages, why they are important and what you should be thinking about as you approach retirement.
How much of what you know or what you’ve heard is true when it comes to financial planning? Join us as we play a little game of fact or fiction when it comes to taxes, Social Security and investments.
If you’re planning to retire by age 65, what areas do you need to have covered? We’ll tell you some specific things you need to have ready to go so you can retire by that age.
If you are age 50 or older, there are some key ages to be aware of that would potentially: Save you money; Allow you to save more money towards your retirement; Increase your income; and reduce your overall tax situation. In this video I cover 9 important ages to be aware of, why the age is important, and strategies that may be available to you at those ages.
Thinking about retiring early? Looking to get a jumpstart on that “bucket list”? Maybe you are just tired of the workforce and ready for independence. We’ve helped others, just like you, towards that same goal and there are 5 areas that you will want to make sure you have covered if retiring before age 65.