Episode 206: 10 Point Checklist For Retirement Preparedness, Part 2

As a continuation of last week’s series on retirement preparedness, we talk through the remainder of the checklist of things you’ll want to take care of. This will not only give you a good place to kick off 2023, but also a good assessment on the direction of your financial plan. Are you feeling confident about your level of preparedness?

 

Here are the next five points on the checklist for retirement preparedness:

• Do I have a plan to combat inflation? (1:18)
• Am I prepared for the possibility of future tax increases? (6:41)
• Can I address healthcare costs? (9:56)
• Should I pay off my mortgage? (13:33)  
• Do I have any current investments or products I don’t understand? (16:36)

 

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