Radio Show #10: What to Think About as You Prepare for Retirement (Part 2)

As you approach retirement, the question of financial security becomes increasingly important. In this week’s show, we’ll continue our conversation about the essential strategies to ensure a secure and comfortable retirement. From understanding income sources and tax implications to coordinating with your spouse and managing lifestyle inflation, we’ll add to the list of items you need to think about before you walk away from work for good.

This two-part discussion will give you a list of key areas and questions that need your attention before you retire because these things could cause financial issues if you haven’t addressed them. We’ll also address often-overlooked aspects of your retirement plan, providing valuable insights and actionable steps to help you prepare for a financially secure future.

 

Here’s some of what we discuss in this episode:

  • A small change you may be able to make that could have a huge impact on your bottom line.
  • The ramifications of pulling from qualified accounts to supplement your lifestyle.
  • Scott’s number one investment to make to protect your family, outside of inheritance.
  • Tips to avoiding conflict with your spouse when it comes to retirement planning.
  • The “silent killers” of financial planning.

 

Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.