In this episode of the Jon Sanchez Show, the host discusses essential steps to take one year before retirement, emphasizing the importance of planning and preparation. He covers market updates, earnings reports from major companies, and provides insights into financial strategies for a successful retirement. Key topics include understanding your financial needs, managing healthcare and debt, and the significance of estate planning.

Chapters

00:00 Introduction to Retirement Planning

10:49 Market Overview and Earnings Reports

19:03 Key Steps for Retirement Preparation

21:31 Understanding Your Financial Needs

33:06 Healthcare and Debt Management

37:59 Final Steps Before Retirement

38:22 Disclaimer

Resources & Links

• Sanchez Gaunt Wealth Management

Connect with Jon Sanchez

• LinkedIn
• Facebook
• Instagram
• YouTube

• • Blog