136: 10 Things To Do When You're 10 Years Out From Retirement
About this episode
The episode discusses ten actionable steps to take when planning for retirement a decade away, emphasizing the importance of starting early and overcoming paralysis.
"Don't sit around waiting to feel motivated. You take some little actions, and that often gives you the motivation and the momentum to move forward." Our hosts, Stephanie McCullough and Kevin Gaines, sit down to work through a HerMoney.com list of ten things to do when retirement is a decade away. The meta-lesson turns out to be bigger than any single item on it! The list, from Jean Chatzky's financial information service for women , gives them a useful scaffold, but what they keep returning to is the paralysis that keeps so many people from starting at all. Planning for retirement can feel like pushing a stone uphill; getting moving makes it roll the other way. The list items themselves span the practical and the personal. Test-drive potential retirement destinations before committing. Tackle home repairs now, while you still have a paycheck. Start volunteering, not just to give back but to road-test how you'll spend your time when work no longer fills it. On the financial side: understand what Medicare actually covers (spoiler: not dental, vision, or long-term care). Build your HSA if you're eligible . Track down old 401(k)s and check the beneficiaries on every account. Create…
More episodes of Take Back Retirement
- 139: What Women Need to Know about Moving Investment Accounts
- 138: What Women Need to Know about the Estate and Gift Tax System (Rerun)
- 137: Rethink Retirement: Taking Charge of Your Next Chapter with Andi Simon
- 135: Smarter Social Security: Getting What's Yours Without Panicking
- 134: Impact Investing for the Rest of Us: Making a Difference Without Millions with Missy Sue Mastel
- 133: Don't Panic, Pause: Simple Steps to Avoid Being Scammed
Explore listener stats, chart rankings, contacts and more on the Take Back Retirement podcast page.