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This week, I’m talking about your one year from retirement checklist. When you’re one year out from retirement, there are several things you’ll want to do to help ensure that both you and your finances are ready for you to take the leap into retirement.
Today, I’m talking about the most obvious thing you’ll want to do before you retire - and that is determine if you are financially ready for retirement.
This is the table stakes, because if you don’t do this, nothing else I’m going to talk about this week will matter all that much. You absolutely have to know in your unique situation if your assets and your income sources in retirement will be able to pay for your living expenses, health care, travel, groceries, etc for a 20-30+ year retirement.
Yet, so few people actually do this, and instead, most just have a vague idea of whether or not they have enough.
Now hopefully since you’re listening to this podcast, you’re serious about planning for retirement, so if you haven’t already run the numbers on your retirement, you are probably planning to as you get closer to the big day.
If you’d like me to run the numbers for you to see your chances for a successful retirement, just send me an email at [email protected], and I will send you an easy 2 page worksheet to fill out and send back to me. That’s [email protected].
That’s it for today. Thanks for listening. My name is Ashley Micciche and this is the One Minute Retirement Tip.
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>>> Subscribe on iTunes: https://apple.co/2DI2LSP
>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs
>>> Check out our blog: https://truenorthretirementadvisors.com/blog/
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Tags: retirement, investing, money, finance, finances, financial planning, retirement planning, saving money, personal finance, wealth management, money tips, fee only financial advisor, financial planner, financial podcast, retirement podcast, financial independence podcast
By Ashley Micciche4.9
5252 ratings
This week, I’m talking about your one year from retirement checklist. When you’re one year out from retirement, there are several things you’ll want to do to help ensure that both you and your finances are ready for you to take the leap into retirement.
Today, I’m talking about the most obvious thing you’ll want to do before you retire - and that is determine if you are financially ready for retirement.
This is the table stakes, because if you don’t do this, nothing else I’m going to talk about this week will matter all that much. You absolutely have to know in your unique situation if your assets and your income sources in retirement will be able to pay for your living expenses, health care, travel, groceries, etc for a 20-30+ year retirement.
Yet, so few people actually do this, and instead, most just have a vague idea of whether or not they have enough.
Now hopefully since you’re listening to this podcast, you’re serious about planning for retirement, so if you haven’t already run the numbers on your retirement, you are probably planning to as you get closer to the big day.
If you’d like me to run the numbers for you to see your chances for a successful retirement, just send me an email at [email protected], and I will send you an easy 2 page worksheet to fill out and send back to me. That’s [email protected].
That’s it for today. Thanks for listening. My name is Ashley Micciche and this is the One Minute Retirement Tip.
----------
>>> Subscribe on iTunes: https://apple.co/2DI2LSP
>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs
>>> Check out our blog: https://truenorthretirementadvisors.com/blog/
----------
Tags: retirement, investing, money, finance, finances, financial planning, retirement planning, saving money, personal finance, wealth management, money tips, fee only financial advisor, financial planner, financial podcast, retirement podcast, financial independence podcast

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