Rocco's Retirement Checklist

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Rocco's Retirement Checklist

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This week on "Being Financially Peaceful," Rocco Kryns, president and founder of Wisdom Financial Services, tackled the critical steps of retirement. Highlighting a recent Axios poll showing only 33% of Americans have a written financial plan—and many worry Social Security won’t cover their expenses—Rocco walked listeners through his "retirement checklist," emphasizing the importance of income planning, healthcare coverage, risk management, tax strategies, and legacy planning. Rocco pointed out that retirement success isn’t just about how much you’ve saved but how reliably those savings can produce income, especially amid uncertain markets, inflation, and rising healthcare costs.

Additionally, Rocco discussed the impact of Social Security timing, required minimum distributions, and long-term care expenses, underscoring how costly mistakes can be avoided through personalized planning. He encouraged listeners to seek a second opinion and establish a written financial plan.

In this episode, Rocco Kryns discusses critical retirement plans for listeners in the Fort Lauderdale area. Find strategies for managing taxes, social security, market volatility, legacy & estate planning and more from South Africa's own Rocco Kryns while hearing worldwide experiences and friendly advice.

To learn more about Rocco Kryns and the team, visit https://needwisdom.com/

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