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You could have a great investment portfolio and still have a poor retirement plan. The goal is not to optimize one decision. It is to get all the major decisions working together.
In this episode, Ray Godleski wraps up the retirement planning series with a practical checklist of everything that needs to be coordinated before you retire. From income and Social Security to taxes, investments, healthcare, estate planning, and survivor planning, this episode shows you how all the pieces fit into one cohesive retirement plan.
You'll learn:
- How to define the lifestyle you are trying to fund and what your retirement actually needs to cost
- How to build a retirement paycheck from Social Security, pensions, portfolio withdrawals, and more
- Why your investment strategy needs to support your income plan, not exist separately from it
- How to think about Roth conversions, RMDs, QCDs, and tax strategy across retirement
- What to plan for if one spouse dies first including taxes, Social Security, and cash flow
- Five questions you must be able to answer before you retire
- How to create a simple retirement dashboard that explains your plan without a 70 page binder
Schedule a free 15-minute call with Ray:
Book a 15-Minute Call: https://app.greminders.com/c/raygodleski/15minutezoommeeting
Or book a full complimentary consultation:
Book a Consultation: https://app.greminders.com/e/9bfdfdf70740f21a2e1cec4140dd884dd4ef6365
Tune in and pressure test your own retirement plan.
🎙 Follow the show on Apple Podcasts: https://podcasts.apple.com/us/podcast/executive-retirement-compass-financial-planning-to/id1796392113
📧 info@SeWealthPartners.com
Questions welcome. Real answers given.
Explore our free tools and resources at: www.YourNextStepFinancial.com
