Jan 19, 2023

Another year is upon us and it’s a great time 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.

Running through this entire list of planning items will ensure that you’ve checked the most important boxes off your list so that you will be prepared to make the transition into retirement. If you aren’t sure how you’d answer any of these questions, make sure you get with a financial professional to have that discussion.

Here’s some of what you’ll learn in this episode:

• How much income do you need every month? (2:52)
• Which account should you start withdrawing from first in retirement? (3:50)
• Do you have a plan to combat inflation? (7:45)
• Do you have any current investments or products you don’t understand? (12:34)
• The healthcare costs you need to be thinking about. (18:25)