3 Things to Do Before You Retire | The Limitless Retirement Podcast

Repair The Roof - Estate & Retirement Planning Podcast

"I encourage all of my clients to view retirement not as what they're retiring from, but what they're retiring to. Thinking about retirement this way creates a mental shift and gives you a sense of hope and joy as you enter this new phase of life."

Have you ever looked into your financial future and wondered how you can retire not just comfortably but with a genuine zest for life? That's the journey our host Danny Gudorf takes us on in the latest episode of The Limitless Retirement Podcast. Danny tackles the critical need for a healthy cash reserve as you step into retirement, ensuring you have the freedom to draw on your funds without the worry of heavy taxation. He unpacks the secrets of navigating tax-deferred accounts and the strategic finesse of Roth conversions, aiming to protect your Social Security benefits from becoming a casualty of tax implications.

But it's not all about the numbers; your retirement dreams are just as pivotal. Danny guides us through crafting a retirement plan that resonates with our deepest aspirations, looking at how to accurately calculate your monthly expenses to secure your financial future, and more importantly, how to intertwine those dreams into your fiscal strategy. The goal is to transform this concept of retirement from just a financial milestone into an inspired, purpose-driven chapter of your life.

Key Topics:

• Three Things To Do Before You Retire (00:40)
• 1: Building Up Your Cash Position in Retirement (01:31)
• 2: Figuring Out How Much You’re Spending Monthly (09:46)
• 3: Creating a List of Important Things to Accomplish or Do During Retirement (16:34)
• Wrap-Up and Review (20:07)

Resources:

• Gudorf Financial Group
• Get Your Free Retirement Assessment
• The Retire Ready Toolkit (free resource)
• Subscribe on Youtube