About this episode

This episode discusses key financial and emotional decisions for a successful transition into retirement, focusing on Social Security and Medicare planning.

Retirement is just 12 months away—are you ready? In the final episode of the Retirement Readiness Journey series, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the key financial and emotional decisions that can help make your transition into retirement a success. From Social Security claiming strategies and Medicare planning to creating a sustainable retirement paycheck and adjusting to life after work, this episode provides practical guidance for navigating your final yea...

People in this episode

Host: Rose Price

Guest: Chris Mellone

Topics covered

• retirement planning
• Social Security
• Medicare
• financial decisions
• emotional decisions
• sustainable retirement paycheck

Keywords

• retirement readiness
• Social Security strategies
• Medicare planning
• financial decisions
• retirement paycheck

Mentioned in this episode

Organizations: VLP Financial Advisors

Books & works: Retirement Readiness Journey

Places: Social Security, Medicare

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