Episode Details

You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re not ready to retire if that’s all you’ve done. Retirement planning isn’t just about your portfolio; it’s about so much more. In today’s episode, Phil dives into all the non-investment decisions that can make or break your retirement.

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

💰 Why your portfolio isn’t the only thing you need to focus on

📊 Making informed decisions on when to take Social Security

💡 Building a clear vision for your ideal retirement life

🏥 Are you prepared for healthcare in retirement?  

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