1. EachPod

Retirement Planning: The Essential Checklists

Author
Mike Douglas
Published
Tue 29 Apr 2025
Episode Link
https://omny.fm/shows/michigans-retirement-coach-podcast-with-mike-dougl/retirement-planning-the-essential-checklists

Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasizes the necessity of a well-thought-out financial strategy, including income planning, investment management, tax strategy, and estate planning to ensure a smooth and secure transition into retirement.

 

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