Ep 101: End of the Year Planning Pt. 2

Welcome to part 2 of our ‘End of the Year Planning’ mini-series. I’m back with Dan Oaklief, RICP®, CPFA. In this episode, we will be focusing on year-end planning from a retirement standpoint.

Some pre-retirees hope to retire early but haven’t considered one of the more costly factors: health care. We connect our clients with a professional that helps guide them to the best option for their circumstances so they know they will be covered. Listen to hear some of the other important factors to approaching retirement.

 

Here are some of the things you’ll learn in this episode:

• How we can help you navigate through applying for Social Security. (2:07)
• You should know how much money you want to spend in retirement long before your retirement date so we can be sure your goals are aligned with your savings and investments. (4:31)
• What you should consider about health care in retirement to make sure you are okay from a financial standpoint. (6:14)

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