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Avoid These 5 Mistakes Before You Retire | Ep 79

June 01, 2023

In today's episode, we dive into pre-retirement planning and the crucial steps to ensure a worry-free retirement.  Watch to learn more about:

  • the risk profile of the pre-retirement window.
  • maximizing retirement benefits by examining your company's retirement package.
  • the pros and cons of rolling over a 401(k) into an IRA.
  • improving your pre-retirement budget and taxes.
  • stress testing your portfolio.
  • accurately calculating income in retirement.
  • managing debt in your retirement plan.

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