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What are the top financial tips for transitioning into retirement?
Season 6 Episode 236
What are the top financial tips for transitioning into retirement? As you approach this significant life milestone, you may feel a mix of excitement and anxiety about financial preparedness. Ralph Estep Jr. provides a comprehensive guide to help ensure a smooth retirement transition. How Can You Develop a Retirement Income Strategy to Make Your Savings Last? | Ask Ralph Podcast
In this episode of The Ask Ralph Show, host Ralph Estep, Jr. shares essential financial tips for those preparing to retire. Drawing from his extensive experience working with clients, Ralph covers a range of crucial areas, including assessing current financial situations, estimating retirement expenses, developing income strategies, addressing healthcare costs, reviewing investment portfolios, and planning for Social Security and estate planning. These practical insights aim to help listeners approach this new chapter of life with confidence and the peace of mind that comes from knowing their finances are in order.
00:00 Introduction
01:16 Listener’s question
03:40 Bible Verse
05:15 Estimating retirement expenses
06:30 Retirement income strategy
08:00 Healthcare costs
09:45 Reviewing investment strategy
11:00 Social Security strategy
12:00 Planning for required minimum distributions
13:15 Updating estate planning documents
13:45 Staying flexible and open to change
14:03 Conclusion
Schedule Appointment with Saggio Management Group, Inc.
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Published on 1 year, 3 months ago