Ep 78: 6-Step Retirement Checklist

My Retirement Clarity with Lee Perkins

Everyone’s journey to retirement tends to look a lot different, but there are still some fundamentals that everyone needs to pay attention to before taking that leap. You don’t want to be a few years from retirement before you question whether you have covered all your bases.

In today’s episode, we will talk about six important steps in the retirement planning process, plus a bonus step that is often overlooked. Don’t leave anything up to chance, and make sure you actually have enough to live off of. Once you are sure you can retire and you finally approach those last days in the workforce, there are a few things you will need to consider preparing for life as a retiree.

Here is some of what you’ll learn on this show:

• Making sure your numbers add up and you have enough cash flow for retirement. (4:06)
• Choosing when to claim Social Security and assessing your other sources of income. (6:55)
• Now that you are sure you can retire, how do you inform your employer? (10:02)
• Navigating the emotional phases of retirement. (12:42)

Want to set up a meeting with us? Visit us here: http://talkwithlee.com