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The Retirement Milestone Map: What to Do at Every Key Age

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Manage episode 489213856 series 3561360
Content provided by Impact Partnership and Jon Hicks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jon Hicks 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.

What happens at age 59½ that could change your retirement strategy? Financial advisor Jon Hicks breaks down the key age milestones that shape your retirement decisions—from in-service withdrawals and Social Security timing to Medicare enrollment and required minimum distributions. Learn how each age unlocks new financial choices and why getting a second opinion might be worth it. Whether you're DIY-ing your plan or working with an advisor, this episode helps you think through the critical checkpoints on your retirement timeline.

Schedule your complimentary appointment today: RetirementSolutionShow.com

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

290 episodes

Artwork
iconShare
 
Manage episode 489213856 series 3561360
Content provided by Impact Partnership and Jon Hicks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jon Hicks 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.

What happens at age 59½ that could change your retirement strategy? Financial advisor Jon Hicks breaks down the key age milestones that shape your retirement decisions—from in-service withdrawals and Social Security timing to Medicare enrollment and required minimum distributions. Learn how each age unlocks new financial choices and why getting a second opinion might be worth it. Whether you're DIY-ing your plan or working with an advisor, this episode helps you think through the critical checkpoints on your retirement timeline.

Schedule your complimentary appointment today: RetirementSolutionShow.com

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

290 episodes

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