10 Point Checklist For Retirement Preparedness

Another year is upon us and it’s a great time to ask yourself 10 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. 

In this episode, Liz will share this 10-point checklist and explain how each item might impact your retirement. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.

Here’s some of what we’ll discuss in this episode: 

·      Do you know how much income you need each month? (1:58)

·      Do you know the ideal time to take Social Security? (6:14)

·      How do you handle market volatility and combat inflation as you move into and through retirement? (11:30)

·      Are you prepared for the possibility of future tax increases? (14:34)

·      Do you have a plan to address healthcare costs? (16:57)

·      Do you know how you will spend your time in retirement? (21:07)

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