Beacon Retirement Strategies

Episode 15: The Ultimate Retirement Checklist (with Jon Maxson and Dan Benson)


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No one wants to spend retirement worrying about their money but there are a lot of moving part. It's easy to underestimate, or overlook a critical issue.

HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:

  • Step 1: Planning for Taxes
  • Step 2: What is Reliable Income built on
  • Step 3: Dealing with second biggest thief of retirement
  • Step 4: Your plan must address inflation and low interest rates
  • Step 5: What about healthcare and long-term care
  • Step 6: How do you know if you need an estate plan
...more
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Beacon Retirement StrategiesBy Beacon Capital Management

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