Ep 170: 2023 Retirement Preparedness Checklist (#6-10)
Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023.
If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
We broke this discussion up into two parts so we could take enough time for each of these items on the checklist. In part one, we worked through #1-5 on the list, which included a lot of income planning items. This episode will focus on…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.