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Episode Info

Episode Info:

Whether you’ve been working on your retirement plan for years or just beginning to get around to it, your focus needs to increase as you approach the end of your working career. That final decade before retirement gives you the chance to get everything in order so you aren’t left scrambling. Today we’ll run through a list of items that you need to be paying attention to.

Today's rundown: 

2:25 – Previewing today’s show.

3:13 – In the news: A new trend in the wedding industry: wedding loans. What are J’Neanne’s thoughts.

7:40 – What J’Neanne told her daughter about spending when she got married.

11:30 – Moving into the main topic of what you should pay attention to during your final decade of work.

12:00 – First item: Decide what’s important to you.

13:50 – Item 2: Know your numbers.

14:43 – Next item: Estimate your income streams.

16:40 – Item 4: Get a handle on healthcare.   

18:45 – Final item: Think about how much your needs will change.

21:23 – When is the best time to go in and meet with an advisor to start running through these things?

23:55 – Getting to know J’Neanne: What is the most universally well-known movie that you’ve never seen.

26:49 – Storytime: Have you ever had someone take so long on a decision related to their investments that it ended up hurting them in the end?

29:11 – Mailbag question: I’m getting close to retirement but I’m worried about a market crash coming before I get to the finish line. Will I be okay for the next six months?

Get the full show notes and additional resources by clicking here: https://theuswealthadvisors.com/2019/10/preparing-for-retirement-during-your-final-decade-of-work/

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