Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it. From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides you through the ideal timeline for each. Tune in to find out how far away from retirement you should have answers to these pressing questions.
By understanding the different aspects involved, preparing in advance, and seeking expert advice, you can map out your retirement journey with confidence. Join us as we discuss the importance of having a guaranteed income stream, making housing decisions, having your legal documents updated and other essential topics.
Here’s what we’ll discuss on today’s show:
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OUR LOCATION
10975 Grandview Drive
Building 27, Suite 190
Overland Park, KS 66210
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CONTACT US
OUR LOCATION
10975 Grandview Drive
Building 27, Suite 190
Overland Park, KS 66210
Get Directions
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor.
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