From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides you through the ideal timeline for each. Tune in to find out how far away from retirement you should have answers to these pressing questions.
Here are some of the things you’ll learn in this episode:
- When should you aim to be debt free?
- When we want to take a close look at income and figure out where everything will be coming from?
- The discussion we have with clients about Social Security and a claiming strategy.
- Should you and your spouse retire at the same time or should you stagger your dates?
- Do you have too much risk in your portfolio for your age?
Connect with Eric Judy online at https://www.judyfg.com/ or by calling 217-303-1711. You can also book a complimentary review at https://calendly.com/ericjudy
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