Retirement Unlocked

Five Important Steps to Take Before Retiring (Ep. 99)

Listen Later

What are you going to do every day in retirement? As you think a little bit more about retirement, there are five important planning steps to keep in mind. 

In this episode, Larry Heller discusses each of the five steps to start planning for a well lived retirement. This episode will help you start visualizing your dream retirement and what it looks like for you!

Larry discusses: 

  • Visualizing your future life
  • Tax and legacy planning
  • How much money is enough money
  • The impacts of long-term illness
  • And much more!

    • Resources: 

    • Retire Right: 98. Year-End Planning Recommendations for Retirees
    • Heller Wealth Management

      • Connect With Larry Heller:

      • Email Larry 
      • (631) 293-2806
      • Heller Wealth Management
        • ...more
        View all episodesView all episodes
        Download on the App Store
        Retirement UnlockedBy Larry Heller
        • 5
        • 5
        • 5
        • 5
        • 5

        5

        6 ratings