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Ready to Retire? Stay on Track with This Checklist

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Manage episode 471025716 series 3561532
Content provided by Archie and Rob Hoxton and Rob Hoxton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Archie and Rob Hoxton and Rob Hoxton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to part 2 of the retirement checklist episode on the Last Paycheck Podcast. CFP Professionals Rob and Archie Hoxton guide listeners through crucial aspects of retirement preparation. Building on last week's discussion, they continue with the remaining parts of their comprehensive retirement readiness checklist, available upon request via email.

Need a retirement checklist? Email [email protected]

Key topics covered include milestone ages critical in retirement planning, each marking significant financial adjustments and opportunities for retirees. The hosts delve into practical advice on controlling spending before and during retirement, emphasizing the necessity of doing a "dry run" to test budget feasibility. They also advise on investment strategies, warning against overly conservative approaches that could erode purchasing power. Additionally, the episode highlights the importance of planning for healthcare costs, managing debt, and developing a Social Security claiming strategy. Tune in for insights that aim to ensure a secure and fulfilling retirement journey.

Catch Up Contributions - https://youtu.be/rqPZB80w0GA Medicare Enrollment Guide - https://youtu.be/rkb6zjcUwEs Prepare for Medicare Open Enrollment - https://youtu.be/ld9xCUEplVE Understand Medicare Options - https://youtu.be/WigbyAnTuxA How to Choose a Meidcare Plan - https://youtu.be/664EYKNl

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

Watch on YouTube: https://youtu.be/KYQYJT88no0

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.

  continue reading

99 episodes

Artwork
iconShare
 
Manage episode 471025716 series 3561532
Content provided by Archie and Rob Hoxton and Rob Hoxton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Archie and Rob Hoxton and Rob Hoxton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to part 2 of the retirement checklist episode on the Last Paycheck Podcast. CFP Professionals Rob and Archie Hoxton guide listeners through crucial aspects of retirement preparation. Building on last week's discussion, they continue with the remaining parts of their comprehensive retirement readiness checklist, available upon request via email.

Need a retirement checklist? Email [email protected]

Key topics covered include milestone ages critical in retirement planning, each marking significant financial adjustments and opportunities for retirees. The hosts delve into practical advice on controlling spending before and during retirement, emphasizing the necessity of doing a "dry run" to test budget feasibility. They also advise on investment strategies, warning against overly conservative approaches that could erode purchasing power. Additionally, the episode highlights the importance of planning for healthcare costs, managing debt, and developing a Social Security claiming strategy. Tune in for insights that aim to ensure a secure and fulfilling retirement journey.

Catch Up Contributions - https://youtu.be/rqPZB80w0GA Medicare Enrollment Guide - https://youtu.be/rkb6zjcUwEs Prepare for Medicare Open Enrollment - https://youtu.be/ld9xCUEplVE Understand Medicare Options - https://youtu.be/WigbyAnTuxA How to Choose a Meidcare Plan - https://youtu.be/664EYKNl

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

Watch on YouTube: https://youtu.be/KYQYJT88no0

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.

  continue reading

99 episodes

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