The Personal Finance Podcast

21 Things to Do Before You Retire (Part 2)


Listen Later

Join the community built to help you master your money, stay accountable, and reach financial freedom. 👉 Join Master Money Academy today!


In this episode of The Personal Finance Podcast, Andrew continues with Part 2 of 21 Things to Do Before You Retire revealing 11 more critical milestones most people miss including building a healthcare plan to protect against rising medical costs, creating a 2-3 year cash buffer to survive market crashes, entering retirement debt-free for maximum flexibility, maxing out your HSA for triple tax-advantaged savings, stress-testing your retirement number against inflation and longevity, developing a housing strategy that fits your lifestyle and budget, building guaranteed income beyond Social Security, creating an estate plan to protect your family, planning for Required Minimum Distributions to minimize taxes, and designing a phased retirement to work on your terms, giving you the complete playbook to retire with security and control.


Listen to The Business Show here.


Partner Deals

  • Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance
  • Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com/PFP
  • Acorns: Start investing automatically with Acorns and get a $5 bonus at Acorns.com/PFP 
  • Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn’t affect your credit score. Get started at chime.com/ 
  • DELL: Get a new Dell AI PC starting at $749.99, at Dell.com/ai-pc.
  • Policy Genius:  Go to policygenius.com to get your free life insurance quote.
  • Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at  shopify.com/pfp
  • Wayfair: Shop outdoor furniture, grills, lawn games, and WAY more for WAY less
  • DeleteMe: Go to https://joindeleteme.com/PFP20/ and Use Promo Code PFP for 20% off!
  •  

    Watch the 21 Things to Do Before You Retire Part 1 here.


    Connect With Andrew on Social Media:

    • Instagram
    • TikTok
    • Twitter
    • Master Money Website
    • Master Money Youtube Channel
    • Learn more about your ad choices. Visit megaphone.fm/adchoices

      ...more
      View all episodesView all episodes
      Download on the App Store

      The Personal Finance PodcastBy Andrew Giancola

      • 4.7
      • 4.7
      • 4.7
      • 4.7
      • 4.7

      4.7

      1,370 ratings


      More shows like The Personal Finance Podcast

      View all
      Afford Anything by Paula Pant | Cumulus Podcast Network

      Afford Anything

      3,551 Listeners

      Money Girl by QuickAndDirtyTips.com

      Money Girl

      1,852 Listeners

      Money Guy Show by Brian Preston and Bo Hanson

      Money Guy Show

      3,218 Listeners

      The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

      The Stacking Benjamins Show

      1,982 Listeners

      Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

      Your Money, Your Wealth

      807 Listeners

      ChooseFI by ChooseFI

      ChooseFI

      5,143 Listeners

      The Investing for Beginners Podcast - Your Path to Financial Freedom by By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

      The Investing for Beginners Podcast - Your Path to Financial Freedom

      1,409 Listeners

      NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

      NerdWallet's Smart Money Podcast

      882 Listeners

      Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

      Stay Wealthy Retirement Podcast

      673 Listeners

      Millionaires Unveiled by Jace Mattinson, CPA

      Millionaires Unveiled

      890 Listeners

      BiggerPockets Money Podcast by BiggerPockets

      BiggerPockets Money Podcast

      3,084 Listeners

      Earn & Invest by Jordan Grumet (Doc G)

      Earn & Invest

      455 Listeners

      DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing by Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

      DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

      878 Listeners

      Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

      Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

      567 Listeners

      Rich Habits Podcast by Austin Hankwitz and Robert Croak

      Rich Habits Podcast

      482 Listeners