SLW 050 - 2022 Retirement Checklist

The Spend Life Well Show

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Imagine traveling the world, spending more time with your kids and grandkids, or simply spending life well by doing the things you've always wanted to do! These are the things we dream of when we imagine retirement.

Being able to spend your retirement years well requires planning. In this episode of the Spend Life Well Show, financial professionals Mark Trice and Jesse Hamilton walk you through checklist items you need to consider while dreaming of and planning for retirement.

They will cover topics like:
📌Tracking your spending;
📌Determining your post-retirement income needs;
📌Getting out of debt;
📌Insurance needs in retirement; and
📌Obtaining or updating your Will and other legal documents.

References talked about in the show:
✍️Link SLW Show Insurance Episode
✍️MoneyWise App
✍️EveryDollar App

This episode was originally aired 04/23/2022 on The Bridge Austin.

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice

OTHER RESOURCES:

  • ✍️Kingdom Advisors | https://kingdomadvisors.com
  • ✍️CVF Upcoming Webinars | http://spendlifewell.com/events

Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com

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