Retirement Elevated Podcast with Sean Lee

Multiple Choice Retirement Quiz

From the next few years and into retirement, what’s scaring you? And what do people wish they had done sooner? We ask Sean several questions to help ease your fears by making a plan.

 

Read more and get additional financial resources here: https://wp.me/paeqsR-d6 

 

What we discuss on this episode: 

1:49 - What scares people about retirement?

3:38 - Which is scarier: inflation, rising taxes, or market volatility?

5:51 - What tax bracket do people find themselves in during retirement?

6:03 - Which tax situation best describes people in retirement?

8:17 - How much money does the average person need saved for retirement?  

9:52 - What do people wish they had more of?  

What Issues Should I Consider Before I Retire?

Let’s go through the retirement checklist to cover all the key issues you should think about before retirement. How prepared are you?

 

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

 

What we discuss on this episode: 

0:50 - What should we consider before we retire?

2:52 - Are you retiring early?

4:24 - What is the Social Security elimination windfall? 

5:38 - What do you need to know if you’re divorced or widowed?

8:13 - What health insurance issues do you need to cover? 

9:48 - What about dental or vision insurance?

11:03 - What happens to your HSA?

11:32 - What about Medicare?

12:41 - If you’re disabled, what do you need to know?

13:16 - Are you concerned about funding long-term care?