50 min

SLW 050 - 2022 Retirement Checklist The Spend Life Well Show

    • Investing

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
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
✍️EveryDollar App

Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.

Want to sit down with Mark Trice for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice

Follow along on social media:
Instagram | Facebook | LinkedIn | YouTube

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

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
✍️Kingdom Advisors
✍️CVF Upcoming Webinars
✍️MoneyWise App
✍️EveryDollar App

Like what you found here? Feel free to rate, comment, subscribe, and/or share. Have questions? Shoot us an email at radio@spendlifewell.com. Connect with us at http://spendlifewell.com.

Want to sit down with Mark Trice for a free retirement planning consultation? Set up a meeting online 👉 https://calendly.com/marktrice

Follow along on social media:
Instagram | Facebook | LinkedIn | YouTube

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

50 min