21 Things to Do Before You Retire (Part 2)

The Personal Finance Podcast

Andrew Giancola

Entrepreneurship, Investing, Business

4.6 • 1.2K Ratings

🗓️ 12 November 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Join the community built to help you master your money, stay accountable, and reach financial freedom. 👉 Join Master Money Academy today! In this episode of The Personal Finance Podcast, Andrew continues with Part 2 of 21 Things to Do Before You Retire revealing 11 more critical milestones most people miss including building a healthcare plan to protect against rising medical costs, creating a 2-3 year cash buffer to survive market crashes, entering retirement debt-free for maximum flexibility, maxing out your HSA for triple tax-advantaged savings, stress-testing your retirement number against inflation and longevity, developing a housing strategy that fits your lifestyle and budget, building guaranteed income beyond Social Security, creating an estate plan to protect your family, planning for Required Minimum Distributions to minimize taxes, and designing a phased retirement to work on your terms, giving you the complete playbook to retire with security and control. Listen to The Business Show here. Partner Deals Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com/PFP Acorns: Start investing automatically with Acorns and get a $5 bonus at Acorns.com/PFP Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn’t affect your credit score. Get started at chime.com/ DELL: Get a new Dell AI PC starting at $749.99, at Dell.com/ai-pc. Policy Genius: Go to policygenius.com to get your free life insurance quote. Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at shopify.com/pfp Wayfair: Shop outdoor furniture, grills, lawn games, and WAY more for WAY less DeleteMe: Go to https://joindeleteme.com/PFP20/ and Use Promo Code PFP for 20% off! Watch the 21 Things to Do Before You Retire Part 1 here. Connect With Andrew on Social Media: Instagram TikTok Twitter Master Money Website Master Money Youtube Channel Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Introducing your new Dell PC, powered by the Intel Core Ultra processor. It helps you handle a lot,
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1:16.2	Sign up for your $1 a month trial at Shopify.com slash setup.
1:21.8	On this episode of the Personal Finance Podcast, 21 things who do before you retire, part two.
1:51.4	What's up, everybody and welcome to the personal finance podcast.
1:54.3	I'm your host, Andrew, founder of MasterMoney.com.
2:01.9	And today on the Personal Finance Podcast, we're going to be diving into 21 things to do before you retire. Part two.
	...

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