If You're Thinking About Retirement, Answer These Questions
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Show Notes
This week, Matt, Isaac, and John are taking a break from this week’s headlines to focus on questions you need to answer before retirement. Too many people make the mistake of retiring before sitting down and planning their retirement! Avoid massive financial mistakes by asking:
- What are my monthly expenses?
- What are some upcoming expenses to plan for? (Car purchases, vacations, etc.)
- What will my income source(s) be?
- Do I need an estate plan?
- What is my risk tolerance?
- Do I want to leave a legacy?
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