Pre-Retirement 101: What It Is & How to Prepare
Feb 07, 2025•21 min•Ep. 99
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Episode description
Are You Ready for Pre-Retirement?
As a multi-generational manufacturing business owner, stepping away from the day-to-day is easier said than done. Have you staffed your business correctly? Do you have the right leadership, mid-level management, and sales pipeline in place to keep things running smoothly?
In this episode of My TRUE POSITION, I explore pre-retirement strategies—how to test the waters by taking extended time off, how to assess your business readiness, and how to determine if you're financially set for this next chapter.
What you'll learn:
- How to gradually reduce your involvement without risking the business
- Simple financial health checks to know if you're ready
- Why working with a financial planner is key
- How to maximize HSAs and 401(k) contributions
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