Whether or not you’ve made any New Year’s resolutions yet, right now is a good time to look ahead financially. We go over a checklist for retirement preparedness as you formulate your retirement plan. Do you know the answers to these questions?
Here are the first five questions you should be asking:
- Do I know how much income I need every month? (1:46)
- Which account should I withdraw from first? (3:27)
- Do I know the ideal time to take Social Security? (5:41)
- Have I addressed longevity risk? (8:14)
- Am I prepared to handle market volatility? (10:35)
Looking for more financial information, visit us online here: https://mercurioadvisors.com/podcasts/
Want to get in touch? Contact us here: https://mercurioadvisors.com/contact/
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