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What Questions and Issues Do You Need To Consider Before You Retire?

Author
Nicholas Olesen
Published
Wed 25 Aug 2021
Episode Link
https://kathmere.libsyn.com/what-questions-and-issues-do-you-need-to-consider-before-you-retire

In today's episode Nicholas Olesen, CFP®, CPWA® covers a very important question for those a year or two away from retirement, "What issues do I need to consider before retiring?"

As retirement is something many dream about and countdown the days to, many have not taken the time to think through how much will change financially when they retire.  A few key areas covered are:

  • Cash flow changes and potential issues
  • Health insurance considerations and issues
  • Tax planning issues
  • Long-term care needs
  • Charitable giving strategy

Flowchart referenced during the show and full transcript can be found at:  What Issues Should I Consider Before I Retire?

Please send us feedback and any topic or questions you would like us to cover.  Email us at: [email protected] 

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