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Retirement Planning: The Essential Checklists

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Manage episode 479715810 series 3561293
Content provided by Impact Partnership and Mike Douglas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Douglas 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.

Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasizes the necessity of a well-thought-out financial strategy, including income planning, investment management, tax strategy, and estate planning to ensure a smooth and secure transition into retirement.

Schedule your complimentary appointment today: MichigansRetirementCoach.com

Follow us on social media: YouTube | Facebook | Instagram | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

107 episodes

Artwork
iconShare
 
Manage episode 479715810 series 3561293
Content provided by Impact Partnership and Mike Douglas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Douglas 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.

Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasizes the necessity of a well-thought-out financial strategy, including income planning, investment management, tax strategy, and estate planning to ensure a smooth and secure transition into retirement.

Schedule your complimentary appointment today: MichigansRetirementCoach.com

Follow us on social media: YouTube | Facebook | Instagram | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

107 episodes

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