Retirement Coach's Corner

Ep 38: Retirement Preparedness Checklist, Part 1


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Whether or not you've made any New Year's resolutions yet, right now is a good time to look ahead financially. We go over a checklist for retirement preparedness as you formulate your retirement plan. Do you know the answers to these questions?

Here are the first five questions you should be asking:

  • Do I know how much income I need every month? (1:46)
  • Which account should I withdraw from first? (3:27)
  • Do I know the ideal time to take Social Security? (5:41)
  • Have I addressed longevity risk? (8:14)
  • Am I prepared to handle market volatility? (10:35)

Looking for more financial information, visit us online here: https://mercurioadvisors.com/podcasts/

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Retirement Coach's CornerBy Alan Mercurio & Troy Bolton

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