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Ep 128: 10-Point Financial Checklist for 2023
Manage episode 354972612 series 2709707
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With the new year upon us, let’s run through the checklist of things you should be thinking about as it relates to your financial plans for retirement.
Let’s see how prepared you are for retirement by answering these 10 questions. The key is you need to have concrete answers for them. If you don’t know the answers, you need to think about having some critical conversations with your advisor.
On today’s show, here’s some of what you’ll learn
- Do you know exactly how much income you’ll need every month? (4:28)
- Do you know the ideal time to start taking Social Security? (7:13)
- Are you prepared to handle market volatility? (9:48)
Get Additional Information: https://www.truefinancialpartners.com/media/podcast/
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