Episode 15: The Ulimate Retirement Checklist

Published on: Jun 5, 2020

HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:


Step 1: Planning for Taxes
Step 2: What is Reliable Income built on
Step 3: Dealing with second biggest thief of retirement
Step 4: Your plan must address inflation and low interest rates
Step 5: What about healthcare and long-term care
Step 6: How do you know if you need an estate plan

No one wants to spend retirement worrying about their money but there are a lot of moving part. It’s easy to underestimate, or overlook a critical issue.

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