Top 5 To-Do’s Before You Retire

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® · Mar 9, 2023 · 28m

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)

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