Do you know everything there is to know about the financial changes you will go through before and during retirement? There sure are a lot of them. Sometimes we refer to these changes (or maybe it would be better to call them dates…) as financial “milestones.” These are moments in time prior to and during your retirement that can absolutely change how you handle certain things in your retirement life. And it’s extremely important that you have a basic knowledge and understanding of what these milestones could mean to you during your financial life. Better yet, have you ever thought to plan around them? Does your financial plan advise you on how your income budget might change when you turn 65, or which accounts you will take your RMD from when you turn 72? No? In this episode, we dive into the “life-changing financial events” you should know about.

The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live

Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase any recommended insurance products. Advice and opinions expressed during Retirement Ready are solely that of the hosts or guests of Drake & Associates, LLC and not WTMJ Radio or Good Karma Brands Milwaukee, LLC.