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The Guided Retirement ShowAuthor: Dean Barber
The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think its something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then its probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. Thats why its important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way. Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, its about your life and your goals! Language: en Genres: Business, Investing, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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114: 10 Questions to Ask Before You Retire with Chris Rett
Tuesday, 25 June, 2024
It’s our Season 10 finale of The Guided Retirement Show, which means it’s time for Chris Rett, CFP®, AIF® to join Dean Barber as the featured guest. Chris and Dean are going to review 10 questions that everyone should ask themselves before retirement. If you’re planning to retire around three to five years from now, make sure to take some notes and to ask yourself these questions before retirement. Let’s review the questions and then we’ll explain why everyone should think about them before retirement. 10 Questions to Ask Yourself Before Retirement 10. When should I/we start Social Security? 9. What types of insurance do I need in retirement? 8. What healthcare and other unexpected costs can I expect in retirement? And how do I plan for them? 7. How do I plan for inflation and other uncertain economic changes? 6. When was the last time I reviewed my estate plan? Do I need to make changes? Are my beneficiaries up to date? 5. Am I emotionally ready to retire? How will I maintain my health in retirement? Have I considered how the transition from work to retirement will affect my mental health and sense of purpose? Do I have hobbies or interests I want to pursue? 4. How do I account for/plan for taxes in retirement? 3. How will I generate income in retirement and what is my distribution strategy? 2. What will my lifestyle be in retirement and have I saved enough money to retire? 1. What do I want my legacy to be? START PLANNING To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/114 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
