Retirement Planning: The Essential Checklists
Manage episode 479715810 series 3561293
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.
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107 episodes