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Grade Yourself on a Retirement Readiness Quiz
Manage episode 407397473 series 3560500
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How financially fit are you for retirement? Get ready to find out with a self-assessment on must-know topics like assets, spending, risk tolerance, fees, and income streams.
We have five questions that every retiree needs to be able to answer and Victor Medina will explain why each of these is so crucial for retirement planning. Acing it requires knowing the purpose of your investments, understanding how to calculate risk, and having an income plan prepared. Tune in now to assess your preparedness and pick up practical pointers to improve your retirement planning report card.
Here are the questions we’re going to quiz you on today:
- Do you know how much you have financially?
- Do you know how much you’re actually spending?
- Do you know how much risk you have?
- Do you know what you’re paying fees?
- Do you know what your retirement income streams will look like?
About Retirease Radio:
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Connect:
Medina Law Group: https://www.jerseyestateplanning.com/
Palante Wealth Advisors: https://palantewealth.com/
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