Retirement Elevated Podcast with Sean Lee

Unexpected Retirement Expenses

Are you prepared for these possible unexpected expenses in retirement? Find out what you need to include in your plan to be prepared.

Read more and get additional financial resources here:

https://retirementelevatedpodcast.com/podcast/unexpected-retirement-expenses/

What we discuss on this episode: 

1:05 - What retirement expenses get overlooked?

1:34 - What medical expenses are typical?

4:01 - Travel is typical in retirement. But what’s unexpected? 

7:54 - Family care can be costly.

9:36 - Taxes should be planned for.

Diffusing the Tax Time Bomb

Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?

 

Read more and get additional financial resources here: https://wp.me/paeqsR-cs 

 

What we discuss on this episode: 

1:02 - The economy is made up of several components.

4:32 - Fund your Roth 401(k).

6:02 - Is cash value life insurance worth considering?

9:09 - Have you considered a Roth conversion?

Podbean App

Play this podcast on Podbean App