About this episode

This episode covers the Ultimate Retirement Checklist, detailing essential steps for effective retirement planning.

In this episode, we cover my Ultimate Retirement Checklist: 1. Healthcare 2. Start learning about Medicare 3. Understand IRMMA brackets 4. Track Expenses 5. Calculate Your Burn Rate 6. Calculate Your Guaranteed Income Ratio 7. Plan for large expenses 8. Plan when to take Social Security 9. Cash 10. Create a Tax-Efficient Withdrawal Strategy 11. Understand how investment withdrawals are taxed 12. Consider Roth conversions 13. Plan how to spend down your HSA 14. Simplify Acc...

People in this episode

Host: Rob Berger

Topics covered

• retirement planning
• financial checklist
• healthcare
• Social Security
• tax strategy

Keywords

• retirement checklist
• Medicare
• burn rate
• guaranteed income
• tax-efficient withdrawal

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