Ep 39: Retirement Preparedness Checklist, Part 2

Retirement Coach's Corner

Conteúdo fornecido por Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

1+ y ago 17:35

MP3•Home de episódios

To continue our retirement preparedness list, we pick up where we left off from last time and add five more important things to the list. Are you prepared for retirement? Make sure to review these questions with your financial advisor to ensure your retirement is as successful and stress-free as possible.

Here are the questions you’ll want to ask yourself in regards to retirement:

Do I have a plan to combat inflation? (2:07)
Am I prepared for the likelihood of future tax increases? (5:55)
Do I have a plan to address healthcare costs? (8:23)
What is my legacy plan? (10:24)
Are there investment products I have that I don’t understand? (12:20)

Get additional financial resources here: https://mercurioadvisors.com/podcasts/

62 episódios

#Trading #Careers #Business #401k #Financial #Kentucky #Louisville #Mercuriowealthadvisors #Retirement360 #Roth #Alan Mercurio & Troy Bolton #Alan Mercurio #Troy Bolton #Retirement #IRA