Inspired by Steve's recent visit to NYC during the New York City Marathon, we're looking at preparing for retirement as one would prepare for a marathon. From all the preparation to do in advance of the race, to maintaining a proper pace, and making it to the finish line, we're covering the entire journey on this week's podcast episode.

1. Preparing for the Retirement Marathon:
   • Things you do ahead of time to set yourself up for peak success during the race.
   • Once the race clock begins, you can't start it over. Why having a plan ahead of time can help you finish the race.
   • You'll undoubtedly face different, and sometimes unexpected, conditions throughout the race. So how can you plan for those?
   • Remember: it's a marathon, not a sprint. Pacing yourself, and your spending, is important.
2. End-of-Marathon Planning:
   • Join us for a quick walkthrough of the important elements of Estate and Long-Term Care Planning.
   • First items you should get in place, e.g. a trust, wills, POAs.
   • Creating a communication plan for your wishes, your intentions, and the documents you've prepared.
   • Should you have LTC insurance? And if you should, what kind is the best to have?