• Retirement Planning Checklist in Your 50's!

  • 2023/08/20
  • 再生時間: 30 分
  • ポッドキャスト

Retirement Planning Checklist in Your 50's!

  • サマリー

  • Are you ready for retirement? If you are in your 50's, here are some things to check off your list to be prepared for retirement:
    - Evaluate your current plan to make sure it's on track
    - Review your investment strategies
    - Review your social security statements for accuracies
    - Consider Roth conversions
    - Get out of debt
    - Consider Long Term Care Insurance
    - Make sure estate planning documents are in place and review beneficiary designations.

    Check out the YouTube video version of this podcast here: https://youtu.be/NfEI_cPLtqo

    Helping you to be wise with your money!
    To see more videos discussing personal finance Subscribe:
    https://www.youtube.com/channel/UCbDA...

    For more resources: 👉 https://wfa-nc.com/insights

    📝 Get your Free Retirement Plan checkup
    https://wfa-nc.com/retirement-plan-check-up

    To schedule a complimentary consultation with me: 👉 https://wfa-nc.com/connect

    I want you to be more confident in your future:
    whether that be through preparing for retirement,
    financial planning, portfolio analysis, or college planning.

    I trust the information you receive through these videos
    proves helpful with your personal financial situation!

    Website: www.wfa-nc.com
    Facebook: https://www.facebook.com/KeithWilsonF...
    Linkedin: https://www.linkedin.com/in/keithwils...

    I am looking forward to seeing you achieve your financial goals!

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あらすじ・解説

Are you ready for retirement? If you are in your 50's, here are some things to check off your list to be prepared for retirement:
- Evaluate your current plan to make sure it's on track
- Review your investment strategies
- Review your social security statements for accuracies
- Consider Roth conversions
- Get out of debt
- Consider Long Term Care Insurance
- Make sure estate planning documents are in place and review beneficiary designations.

Check out the YouTube video version of this podcast here: https://youtu.be/NfEI_cPLtqo

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-check-up

To schedule a complimentary consultation with me: 👉 https://wfa-nc.com/connect

I want you to be more confident in your future:
whether that be through preparing for retirement,
financial planning, portfolio analysis, or college planning.

I trust the information you receive through these videos
proves helpful with your personal financial situation!

Website: www.wfa-nc.com
Facebook: https://www.facebook.com/KeithWilsonF...
Linkedin: https://www.linkedin.com/in/keithwils...

I am looking forward to seeing you achieve your financial goals!

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