Ep 128: 10-Point Financial Checklist for 2023

<p class="MsoNormal" style= "border: none; mso-padding-alt: 0in 0in 0in 0in;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">With the new year upon us, let’s run through the checklist of things you should be thinking about as it relates to your financial plans for retirement.</span></p> <p class="MsoNormal" style= "border: none; mso-padding-alt: 0in 0in 0in 0in;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">Let’s see how prepared you are for retirement by answering these 10 questions. The key is you need to have concrete answers for them. If you don’t know the answers, you need to think about having some critical conversations with your advisor.</span></p> <p class="MsoNormal" style= "border: none; mso-padding-alt: 0in 0in 0in 0in;"> <strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: black; border: none;"> On today’s show, here’s some of what you’ll learn</span></strong></p> <ul> <li class="MsoNormal" style="border: none;"> <!--[endif]--><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman';">Do you know exactly how much income you’ll need every month? <strong style="mso-bidi-font-weight: normal;"><em style= "mso-bidi-font-style: normal;">(4:28)</em></strong></span></li> <li class="MsoNormal" style="border: none;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman';"> Do you know the ideal time to start taking Social Security? <strong><em>(7:13)</em></strong></span></li> <li class="MsoNormal" style="border: none;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman';"> Are you prepared to handle market volatility? <strong><em>(9:48)</em></strong></span></li> </ul> <p> </p> <p><span style="font-size: 14pt;"><strong>Get Additional Information:</strong> <a href= "https://www.truefinancialpartners.com/media/podcast/">https://www.truefinan