In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the Retirement Checklist Challenge, a structured approach to evaluating how prepared you are for retirement. They introduce a Retirement Checklist covering Retirement Income Planning, Tax-Efficient Retirement Strategies, Medicare and Retirement, Long-Term Care Planning, Risk Management, and Estate Planning for Retirees. The goal of the challenge is to help you assess your readiness by scoring yourself on 34 key factors that contribute to a Secure Retirement Plan.

Listen in to learn about Financial Planning for Retirement, strategies for Retirement Savings, and ensuring a stress-free transition to retirement. Whether you're already retired or preparing for the next phase, this episode will help you plan for retirement effectively, identifying potential gaps in your strategy. You’ll also learn how to access the full Retirement Checklist to take the challenge yourself!

·      Why Retirement Income Planning is crucial to maintaining financial security.

·      How to evaluate your Social Security Strategies and income sources.

·      The importance of Tax-Efficient Retirement Strategies to minimize tax burdens.

·      How to assess your Medicare and Retirement options effectively.

·      The role of Risk Management and diversification in protecting your retirement.

"A well-prepared retirement starts with understanding your income, healthcare, and tax strategies—take the Retirement Checklist Challenge to see where you stand!" – Radon Stancil

"Retirement planning isn't just about saving money—it's about ensuring you have the right strategy for income, taxes, healthcare, and long-term security." – 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.