With over 8 million baby boomers turning 65 in the next two years, the real question is: are you truly ready for retirement? In this episode, Annetta Carter breaks down the checklist for  retirement—covering everything from maximizing catch-up contributions and HSAs to managing healthcare costs, taxes, and market volatility. Learn why a personalized plan, proactive tax strategies, and tools like MarketGuard can help you avoid costly surprises and take the emotion out of investing. Discover how to spot blind spots and build a retirement that fits your life, not just your numbers.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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