The Retirement Factory

Retirement Lifecycle - Starting Point


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Welcome to this episode of The Retirement Factory, where we'll be diving into the different phases of retirement: go-go, slow-go, and no-go.During the go-go phase, which includes the pre-retirement period, it's important to start planning for retirement and get your assets in order. This includes deciding what kind of advisor you want and need. Look for a distribution advisor who can help you handle important tasks like 401k rollovers, Social Security withdrawal, budgeting, and organizing income distributions.As you transition into the slow-go phase, it's crucial to focus on preserving your assets while still enjoying retirement. You may want to consider downsizing or moving to a more manageable living situation. It's also important to keep up with healthcare needs and make any necessary adjustments to your retirement plan.Finally, the no-go phase is all about legacy planning and preparing for the future. This includes figuring out retirement benefits and planning for your next of kin. It's important to make sure your affairs are in order and that your loved ones are taken care of after you're gone.
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The Retirement FactoryBy Josh Wells, Manny Rezendes, and Jason Wells

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