In this episode, Rob Black and certified financial planner Chad Burton discusses the seven tests of retirement readiness. Chad breaks down each test and provides valuable insights and strategies for achieving a secure and fulfilling retirement. From the linear cash flow test to the tax test, Chad covers important considerations such as expenses, risk tolerance, tax planning, and more. Listeners will gain a deeper understanding of what it takes to be financially prepared for retirement and learn how to make informed decisions to ensure a comfortable and prosperous future.

Rob and Chad delve into the seven tests of retirement readiness, offering ideas, hints, tips, and tricks for achieving a successful retirement. With a focus on personal finance, wealth management, and the economy, Chad provides valuable advice on topics such as unbiased advice, detailed expense tracking, risk tolerance, tax planning, and the importance of health and fitness in retirement. Listeners will gain valuable insights and practical strategies to help them make informed financial decisions and achieve their retirement goals.

Timestamps:

00:02:30 Retirement readiness requires unbiased advice.

00:05:12 Travel costs have increased. 

00:10:28 Retirement readiness requires careful planning.

00:21:07 Prepare for market downturns. 

00:26:21. Tax planning is crucial in retirement.

00:34:48 Planning for retirement is crucial.

00:36:00 Focus on health in retirement.

Email your money question to [email protected]. 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

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