About this episode

The episode discusses essential steps to take before retirement, addressing listener questions.

A 64-year-old listener planning to retire in about a year asked Ryan for a practical checklist. Ryan's answer covers eight areas: gather all your data first, including pensions from multiple states and any old retirement accounts; get clear on your spending and goals; build your income plan; think through the tax and Social Security interplay; understand Medicare, IRMAA, and healthcare costs; review your insurance; make sure your estate documents are current; and keep enough cash on hand for ...

People in this episode

Hosts: Ryan Nelson, Aaron Hoisington

Topics covered

• pre-retirement checklist
• financial planning
• retirement preparation
• listener questions
• wealth management

Keywords

• retirement
• checklist
• financial advice
• planning
• listener feedback

Mentioned in this episode

Organizations: Alchemy Wealth, Amazon

Products: Your Fiscal Physical

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