What Issues Should You Consider Before Retiring?

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5 • 706 Ratings

🗓️ 21 July 2020

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

This episode of the Ready for Retirement podcast is a top-level flyby of the topics to consider as you prepare for retirement. Many of these topics have been covered in detail in previous episodes, so you may find it helpful to go back and listen to have a better understanding. The main issues that should be involved in your retirement planning are cash flow, healthcare and insurance, asset and debt options, and tax planning. While you can do some of this planning on your own, you will...

Transcript

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0:00.0	Discover the tips and strategies that will help you achieve your retirement goals.
0:09.3	I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.
0:14.6	It all starts right here on Ready for Retirement. for retirement.
0:28.9	Hi, welcome back to another episode Ready for Retirement.
0:30.2	I'm your host, James Cannell.
0:32.5	And on today's show, we're going to do something a little bit different.
0:36.1	Most of the episodes up until now, we've taken one subject and we've gone pretty deep on that.
0:36.3	In fact, we just wrapped up a series where we went very deep on one subject and it took four episodes to do so. What we're
0:42.4	going to do instead today is more of a flyby of what things should you consider if you're looking
0:48.1	to retire. Because the reality is if you're looking to retire, it's not just a matter of when do you collect Social Security. It's not
0:54.3	just a matter of what do you do with your pension. It's not just a matter of how do you allocate
0:58.4	your investments now that you're living off of your savings. It's really a combination. It should be
1:02.7	a strategy that takes all these different things into account in order to create the best possible
1:06.9	plan for you. So what we're going to do today is I'm going to outline the topics that if
1:11.2	you're going to retire, these are the things you should be thinking about. And I'm going to give a
1:14.7	little bit of color on each of them. Now, we're going to go over a lot today. And so on the website,
1:18.8	which can be found at readyforretirement.co, I'm going to have a checklist of what issue should
1:24.3	you consider before you retire. So if you're listening to this and you're
1:27.5	saying, James, that's great information, but I need one place to compile all that. I've done it for you.
1:32.6	Go to readyforretirement.co, click on the podcast page. And on this episode, you'll find a downloadable
1:38.8	where it's a free resource. Go ahead and download that. And you'll be able to summarize everything we talk about today. So let's start. We're going to start about a few different issues. And the first one that I
1:47.8	always encourage people to start with when they're looking to retire is simply cash flow. And
	...

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