On this episode of the podcast, we’ve assembled a list of priorities to keep in mind as you count down the days to retirement. This won’t replace proper planning but running down this checklist will help you make sure you’re putting your best foot forward as you enter retirement.
Today's key points:
0:49 – Headed to Ireland
1:53 – Get healthy
3:22 – How will you spend your free time?
4:43 – Do clients usually know?
6:06 – Post-retirement career
8:13 – Opportunities to save more
9:16 – Pay down debt
10:58 – Assess your risk
13:13 – Do you have a plan?
Read more and get additional resources here: https://principalpreservationservices.com/retirement-reality-podcast/
Version: 20241125
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