Finance – Your Investment Partners With Paul & Garrett

#9 The Retirement Danger Zone


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The Retirement Danger Zone

 

Common mistakes and considerations for the years right around the time of retirement.

 

In this episode, we discuss different mistakes and considerations on how to make retirement enjoyable so you can sleep well at night.

 

Here are a few topics we will cover:

 

  • Plan for a longer than planned life expectancy – it’s better to be overfunded
  • Having the right numbers
  • Cost of living increases
  • Having a handle on any debts
  • Medical costs
  • Insurance coverage
  • Getting too conservative too soon
  • Put together a plan that makes sense to your particular situation
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    Thanks for tuning in. Questions about today’s episode let us know.

     

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    Finance – Your Investment Partners With Paul & GarrettBy Ascend Investment Partners