18 min
Episode 15: The Ultimate Retirement Checklist (with Jon Maxson and Dan Benson) Beacon Retirement Strategies
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- Investing
No one wants to spend retirement worrying about their money but there are a lot of moving part. It’s easy to underestimate, or overlook a critical issue.
HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:
Step 1: Planning for Taxes Step 2: What is Reliable Income built on Step 3: Dealing with second biggest thief of retirement Step 4: Your plan must address inflation and low interest rates Step 5: What about healthcare and long-term care Step 6: How do you know if you need an estate plan
No one wants to spend retirement worrying about their money but there are a lot of moving part. It’s easy to underestimate, or overlook a critical issue.
HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:
Step 1: Planning for Taxes Step 2: What is Reliable Income built on Step 3: Dealing with second biggest thief of retirement Step 4: Your plan must address inflation and low interest rates Step 5: What about healthcare and long-term care Step 6: How do you know if you need an estate plan
18 min