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Ep. 196 - Pre-Planning Checklist
Retirement Education Hour
English - January 29, 2024 16:13 - 45 minutes - 62 MB - ★★★★★ - 10 ratingsEducation education finance retirement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep. 195 - Unforced Errors in Retirement
Next Episode: Ep. 197 - Elder Abuse
In this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler discuss what you need to be thinking about BEFORE you begin planning for retirement. Questions you should ask include: What are your goals? What's your vision? What's your timeline? What are your resources? And what risks should you be planning for?