Whether retirement is still 5–10 years away or you’re actively getting ready to make the jump, tune in to this conversation about how to prepare both your finances and your mindset so that you can thrive in the years to come. From what you want your retirement to look like to developing a plan to help make your savings last—there’s a lot to talk about! We all want to enjoy our retirement years, and it’s never too early—or too late—to start mapping out that future you’re dreaming of.
00:00 Introductions 01:32 Addressing the top question “when should I retire?” 02:50 How do you know when you have enough to retire? 04:45 Guidelines on income retirement expectations 06:10 Expense planning in retirement 09:45 “Catch-up” contributions for retirement 13:17 Budgeting considerations 16:10 Impact of increasing your savings by 1% 17:52 What to consider when planning to retire “early” 20:30 Social security benefits 23:05 Working with a professional to create a retirement income plan 24:10 Tips for a successful retirement income plan 27:45 Transition from pre-retirement saving to retirement spending 31:00 How to prepare to meet with a financial professional 33:20 Ways to help make retirement savings last 39:15 The 3 “stages” of retirement 45:15 Final tips to plan for the unexpected 46:10 Wrap up
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