How to build the foundational steps for retiring at age 62 and achieving peace of mind in retirement planning. They dive into the critical questions that need to be answered, the data required to assess retirement readiness, and the steps to create a retirement roadmap. With this episode as the first of a two-part series, Radon and Murs explain how understanding your financial situation and goals lays the groundwork for a secure retirement.

·      The key elements of a retirement-focused financial plan and how to gather the right data.

·      Why organizing your accounts and understanding assets is essential for retiring comfortably.

·      The importance of identifying income sources like Social Security, pensions, and other retirement accounts.

·      How to categorize your retirement expenses into essentials, wants, and legacy goals.

·      The role of regular plan monitoring to adapt and adjust your retirement roadmap over time.

·      The initial steps to determine if retiring at age 62 is feasible.

·      How to use the Peace of Mind Pathway to clarify retirement goals.

·      The importance of understanding and organizing investment assets.

·      How to plan for retirement expenses, including big-ticket items.

·      Why estate planning and understanding liabilities are vital for retirement security.

·      "Retirement planning is about aligning your ins and outs: what you’ve saved and what you’ll spend." – Radon Stancil

·      "Gathering the right data upfront is the foundation of any successful retirement plan." – Murs Tariq

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.