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If you are targeting a 2030 retirement, you are officially four years away from liftoff and it is time to stress-test your financial trajectory. In this episode, Dr. Chris Mullis maps out a comprehensive countdown checklist to transition smoothly from accumulating wealth to safely spending it. Tune in to discover how to navigate the pre-Medicare healthcare bridge, master late-career tax windows, and optimize your Social Security benefits for a flawless launch.
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SCHEDULE A FREE RETIREMENT ASSESSMENT:
My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.
The result?
Smarter tax strategies, better investment decisions, and a more confident retirement.
If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.
👉 Schedule a Free Retirement Assessment
***
EPISODE RESOURCES:
→ 5 Things to Do Today If You Want to Retire in 2030 -- Christine Benz and Margaret Giles
→ Grab the Episode Show Notes
IMAGE CREDIT:
International Gemini Observatory/NOIRLab/NSF/AURA
By Dr. Chris Mullis, PhD, CFP®If you are targeting a 2030 retirement, you are officially four years away from liftoff and it is time to stress-test your financial trajectory. In this episode, Dr. Chris Mullis maps out a comprehensive countdown checklist to transition smoothly from accumulating wealth to safely spending it. Tune in to discover how to navigate the pre-Medicare healthcare bridge, master late-career tax windows, and optimize your Social Security benefits for a flawless launch.
***
SCHEDULE A FREE RETIREMENT ASSESSMENT:
My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.
The result?
Smarter tax strategies, better investment decisions, and a more confident retirement.
If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.
👉 Schedule a Free Retirement Assessment
***
EPISODE RESOURCES:
→ 5 Things to Do Today If You Want to Retire in 2030 -- Christine Benz and Margaret Giles
→ Grab the Episode Show Notes
IMAGE CREDIT:
International Gemini Observatory/NOIRLab/NSF/AURA