Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss
a list of items that should be considered before you retire. On the top of the list is
figuring out what role working part-time will play after you retire from your fulltime
work. The conversation turns to Social Security planning and how it fits into the overall
retirement income puzzle. Jeff warns listeners of the impact of failing to plan for future
inflation. Chris shares his thoughts why it is so critical to identify your own retirement
income style before you retire and suggests that people should practice spending in the
context of your retirement budget. The last step people should take as they are
approaching retirement is to start structuring their portfolio for retirement. Chris
summarizes why all these items are critical to a successful financial plan. Please see
below links to two related articles reference in this podcast.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
https://www.morningstar.com/retirement/5-critical-financial-steps-take-before-you-retire
https://www.gobankingrates.com/retirement/planning/ways-retirees-can-be-better-
prepared-when-inflation-skyrockets/