Ep. 18 - Your Retirement Readiness Checklist: 10 Things to Think About & 10 Actions to Take
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Ep. 18 - Your Retirement Readiness Checklist: 10 Things to Think About & 10 Actions to Take
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Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence.
We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy.
Key topics include:
- Social Security timing and withdrawal strategies
- Healthcare costs before Medicare
- Investment risk and sequence-of-returns risk
- Tax efficiency, Roth conversions, and estate planning
- Long-term care funding options
- Emotional readiness and legacy planning
Whether you’re a high-net-worth professional, dual-income family, or executive approaching retirement, this checklist will help you feel prepared for the next chapter.