Are You Prepared For The Retirement Transition?

About this episode

Kelley discusses the essential elements of planning for retirement, including income replacement and tax considerations.

Kelley speaks to the critical need for proper planning even before you make that transition into retirement.  She stresses what needs to be addressed in a good retirement plan including paycheck replacement income, your risk, and how your income from two years ago can determine what you pay in Medicare premium.  Kelley also talks about good tax planning and some important things to be aware of if you start a business in retirement. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

People in this episode

Host: Kelley Slaught

Topics covered

• retirement planning
• income replacement
• Medicare premiums
• tax planning
• business in retirement

Keywords

• retirement transition
• paycheck replacement
• risk assessment
• Medicare
• tax planning
• business retirement

Mentioned in this episode

Organizations: California Wealth Advisors

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