Retirement Elevated Podcast with Sean Lee

What Issues Should I Consider Before I Retire?

August 5, 2021

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


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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?