Money Unleashed

Five years away from retirement? Here are some important financial considerations to make note of


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Eric Johnson discusses important considerations for individuals who are five years away from retirement. They emphasize the need for a financial review and creating a comprehensive plan for retirement. They also discuss the importance of replacing your paycheck in retirement and the various strategies to generate income without drawing down your portfolio. The conversation touches on topics such as Medicare, Social Security, required minimum distributions (RMDs), and estate planning. They also highlight the significance of planning for how to spend your time in retirement. Visit Money Unleashed to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See omnystudio.com/listener for privacy information.
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Money UnleashedBy Hoffman Financial Group

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