Ep 39: Retirement Preparedness Checklist, Part 2

Retirement Coach's Corner

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1+ y ago 17:35

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To continue our retirement preparedness list, we pick up where we left off from last time and add five more important things to the list. Are you prepared for retirement? Make sure to review these questions with your financial advisor to ensure your retirement is as successful and stress-free as possible.

Here are the questions you’ll want to ask yourself in regards to retirement:

Do I have a plan to combat inflation? (2:07)
Am I prepared for the likelihood of future tax increases? (5:55)
Do I have a plan to address healthcare costs? (8:23)
What is my legacy plan? (10:24)
Are there investment products I have that I don’t understand? (12:20)

Get additional financial resources here: https://mercurioadvisors.com/podcasts/

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