Welcome to the Last Paycheck Podcast. CFP professionals Archie and Rob Hoxton delve into essential strategies for individuals who are approaching retirement.

Need a retirement checklist? Email [email protected]

They emphasize the importance of understanding key age milestones, like 50 for catch-up contributions, 59.5 to avoid withdrawal penalties, and 62 for initial Social Security access. With discussions about lifestyle adjustments, spending habits, and envisioning an ideal retirement, the hosts provide a roadmap for a successful transition.

Additionally, they highlight crucial considerations such as having a succession plan for business owners and the significance of defining personal purpose post-retirement. Come back next week for part 2!

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 Medicare Plan - https://youtu.be/664EYKNlrWI Medicare and Retirement - https://youtu.be/G9097bs4zPw

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.