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24 – Ready to Retire This Year? The Essential Pre-Retirement Checklist
Manage episode 503956712 series 3655058
Stewart Willis에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stewart Willis 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of The Asset Preservation Hour, Stewart Willis and Spike Spengel break down the essential steps and tough decisions facing anyone looking to retire in the next 6–12 months. From creating a real budget (even if you’ve never tracked your spending before) to navigating market volatility, taxes, Social Security, and healthcare, Stewart offers straightforward advice for building a retirement plan you can actually trust.
You’ll hear real stories from the front lines—including why even multi-millionaires still worry about running out of money, what “provisional income” really means for your Social Security taxes, and how municipal bonds might not be as tax-friendly as you think. Plus, Stewart tackles a heartfelt listener question: what should you do if you’re laid off at 56 after decades with the same company? Is it too early to retire, or time for a new beginning? The answer may surprise you.
This episode is packed with practical strategies—like why you need a tax plan and estate plan before you retire, how to make the most of today’s “tax window,” and why taking the least amount of risk needed to win the game is crucial as you approach retirement. If you want real confidence (and a personalized review of your retirement plan), this one’s for you.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary portfolio review.
27 에피소드
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