Retirement Checklist

Retirement is a significant milestone that requires careful planning and preparation. In today’s podcast, Eric shares a comprehensive checklist to ensure you're fully prepared for your golden years.

 

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

• Understanding your monthly income needs.
• Choosing the right account for withdrawals.
• Timing Social Security benefits appropriately.
• Addressing longevity risk.
• Handling market volatility.
• Combating inflation and preparing for future tax increases.

 

Get in touch with the Peterson Financial team: https://petersonfg.com/