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You’re Not Ready to Retire If This Is All You’ve Done

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Manage episode 498776812 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney 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://player.fm/legal.

You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re not ready to retire if that’s all you’ve done. Retirement planning isn’t just about your portfolio; it’s about so much more. In today’s episode, Phil dives into all the non-investment decisions that can make or break your retirement.

Here’s some of what we discuss in this episode:

💰 Why your portfolio isn’t the only thing you need to focus on

📊 Making informed decisions on when to take Social Security

💡 Building a clear vision for your ideal retirement life

🏥 Are you prepared for healthcare in retirement?

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

  continue reading

292 episodes

Artwork
iconShare
 
Manage episode 498776812 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney 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://player.fm/legal.

You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re not ready to retire if that’s all you’ve done. Retirement planning isn’t just about your portfolio; it’s about so much more. In today’s episode, Phil dives into all the non-investment decisions that can make or break your retirement.

Here’s some of what we discuss in this episode:

💰 Why your portfolio isn’t the only thing you need to focus on

📊 Making informed decisions on when to take Social Security

💡 Building a clear vision for your ideal retirement life

🏥 Are you prepared for healthcare in retirement?

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

  continue reading

292 episodes

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