Ready For Retirement

What Issues Should You Consider Before Retiring?


Listen Later

This episode of the Ready for Retirement podcast is a top-level flyby of the topics to consider as you prepare for retirement. Many of these topics have been covered in detail in previous episodes, so you may find it helpful to go back and listen to have a better understanding. 

The main issues that should be involved in your retirement planning are cash flow, healthcare and insurance, asset and debt options, and tax planning. While you can do some of this planning on your own, you will notice several times throughout this episode that there are strategies for optimizing your Social Security or tax benefits based on your particular situation, which would best be handled by talking with a financial advisor or planner.

Be sure you also download the issues checklist and review the HSA contributions flowchart on our website!

LET'S CONNECT!

  • Facebook
  • LinkedIn
  • Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Get Started Here.

Join the new Root Collective HERE!

...more
View all episodesView all episodes
Download on the App Store

Ready For RetirementBy James Conole, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

780 ratings


More shows like Ready For Retirement

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,239 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,999 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,955 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

443 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

804 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,304 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

456 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

539 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

753 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

550 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

202 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

49 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

429 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,064 Listeners