Top 5 To-Do’s Before You Retire
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
English - March 09, 2023 10:01 - 28 minutes - 26.5 MB - ★★★★★ - 22 ratingsInvesting Business Careers Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 118: How Much Is the Right Amount Of Cash?
Next Episode: Bank Busts & Safeguards for Your Investment Funds
Getting to the point where you finally decide to retire is one thing, but trying to ride off into the sunset can be an exceptionally tall task. Hear Tyler Emrick, CFA®, CFP®, talk through his five must-do items to help you feel confident about cutting the paycheck cord.
Here are the five things we'll discuss on this episode:
Have a non-financial retirement plan. (3:27)
Visualize and project. (8:44)
Start measuring. (11:23)
Create your distribution plan (18:27)
Find an expert to help (23:09)
RELATED CONTENT:
Your Hierarchy of Retirement Needs - https://www.truewealthdesign.com/ep-76-your-hierarchy-of-retirement-needs/
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