Retirement Unlocked

What You Need To Know About Retiring in a Recession (Ep.112)


Listen Later

If you’re thinking about retiring, but the recession has you worried, have no fear, with proper planning, you can make decisions that are right for you.

What types of things should you be reviewing with your financial advisor when the economy looks like it is headed into a recession?

In this episode, Larry Heller, CFP® discusses how you can make an educated decision when deciding whether your retirement plan is fit for the costs of a recession.

Larry discusses: 

  • The importance of knowing your retirement expenses prior to retiring
  • How to know if your retirement plan is compatible with a recession
  • The analysis you can do on your retirement plan to strengthen it against inflation
  • What you can do if you are forced to retire
  • And more
  • Resources: 

    • Life Unlimited: Navigating A Bear Market As A Soon-To-Be Retiree (Episode 111)
    • Connect With Larry Heller CFP®:

      • Email Larry
      • (631) 248-3600
      • Schedule a 20-Minute Call
      • Heller Wealth Management
      •  

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

        Retirement UnlockedBy Larry Heller

        • 5
        • 5
        • 5
        • 5
        • 5

        5

        6 ratings


        More shows like Retirement Unlocked

        View all
        Money Guy Show by Brian Preston and Bo Hanson

        Money Guy Show

        3,221 Listeners

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

        The Stacking Benjamins Show

        1,982 Listeners

        Allworth Financial‘s Money Matters by Allworth Financial

        Allworth Financial‘s Money Matters

        844 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

        807 Listeners

        Talking Real Money - Investing Talk by Don McDonald

        Talking Real Money - Investing Talk

        776 Listeners

        Money Tree Investing by Money Tree Investing Podcast

        Money Tree Investing

        679 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

        751 Listeners

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

        Big Picture Retirement®

        543 Listeners

        Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

        Stay Wealthy Retirement Podcast

        676 Listeners

        Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

        Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

        27 Listeners

        Ready For Retirement by James Conole, CFP®

        Ready For Retirement

        823 Listeners

        Retirement Planning Education, with Andy Panko by Andy Panko

        Retirement Planning Education, with Andy Panko

        994 Listeners

        Catching Up to FI by Bill Yount & Jackie Cummings Koski

        Catching Up to FI

        354 Listeners