Retirement Isn't Rocket Science

5 Critical Checklist Items for a Flawless 2030 Retirement


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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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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

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Retirement Isn't Rocket ScienceBy Dr. Chris Mullis, PhD, CFP®