• Retirement Planning Checklist in Your 50's!

  • Aug 20 2023
  • Length: 30 mins
  • Podcast

Retirement Planning Checklist in Your 50's!

  • Summary

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

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