Retirement Elevated Podcast with Sean Lee

Why the Final Decade of Work is So Important for Planning

October 17, 2019

The retirement planning process lasts many, many years but your final decade of work is the time where you need to hammer out all of the details and get everything in order. We’ve put together a checklist of items that need your full attention during that last years of working so that you can enjoy retirement to the fullest.

On this episode:

0:28 – What we’re talking about on the show. 

1:18 – First, have a conversation about what’s most important to you in retirement.

2:47 – How it’s like baseball. 

3:12 – Second, now you need to look at the numbers.  

4:59 – Third, where are you getting the money from in retirement. Let’s estimate the income streams.

6:25 - This final decade of work is great time to strategize with your advisor since you’ll have a little time to build the plan.

8:29 - The next piece in this checklist is getting a handle on healthcare.

10:41 - Final thing, understand this is going to change over time and through retirement.

For show notes and additional resources, click here:…ant-for-planning/