In this episode of the Retire with Peace Podcast, host Dave Zaegel reviews a Forbes article by Joel Johnson that outlines six essential items for a retirement planning checklist. He emphasizes the importance of having a financial game plan, planning for healthcare and long-term costs, understanding social security benefits, creating a tax-efficient income strategy, and diversifying income sources. Each point is discussed in detail, providing listeners with valuable insights into effective retirement planning.

Takeaways

• Having a financial game plan is crucial for retirement.
• Planning for healthcare costs is essential as you age.
• Social security benefits should be claimed based on individual circumstances.
• A tax-efficient income strategy can significantly impact retirement finances.
• Diversifying income sources helps mitigate financial risks in retirement.