The Retirement Confidence Checklist: 6 Things to Review Before You Retire (Ep. 206)
Are you approaching retirement and wondering whether your spending, investments, taxes, insurance, estate plan, and retirement lifestyle are all working together?
A retirement plan should do more than help you reach a savings goal. It should support the life you want while preparing for changing markets, rising costs, healthcare needs, and a retirement that could last 30 years.
In this episode, Larry Heller, CFP®, CDFA®, shares a six-part retirement planning checklist designed to help people approaching retirement or already retired review the financial and personal decisions that can shape…
The skinny
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