2023 Edition: 10 Point Checklist For Retirement Preparedness
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
1:09 - Main Topic: Retirement Checklist
2:26 - How Much Monthly Income You Need In Retirement
4:49 - Ideal Time To Take Social Security
6:19 - Longevity Risk
8:22 - Market Volatility
9:30 - Inflation
10:48 - Tax Increases
13:37 - Healthcare Costs
14:45 - Legacy
15:57 - Current Investments
17:34 - What Do You Want Retirement To Look Like?
19:03 - Mailbag: Richards Asks If A 529 Plan Is The Best Vehicle For College Savings
22:16 - Upcoming Long Term Care Workshop
Om Podcasten
Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be your ”box top,” providing the clear vision needed to achieve a financial future tailored to your unique goals. Join us as we explore how to prioritize, organize, and seamlessly fit each piece of your financial puzzle into a cohesive whole. Tune in for strategies to maximize assets, minimize taxes, and provide peace of mind for you and your family. Upholding the principles of being fiduciary, independent, and objective, ”Financial Choices Matter” is your trusted resource for practical and profound financial insights. Subscribe and journey with us toward a secure and well-planned future.