About this episode

The episode discusses the essential steps to assess financial health in preparation for retirement, focusing on debt and tax management.

Before you can plan for where you want to go, you must establish a clear baseline of your current financial health. Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the critical first steps of the ten-year countdown to retirement, focusing on the data and thought processes needed to set your baseline. Key Topics: Net Worth Calculation: How to organize diverse assets from 401(k)s and TSPs to real estate and business valuations.Debt & Liability Audit: Strategies for prio...

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