Oct 4, 2024
Critical Financial Steps to Take Before You Retire – Chris Boyd
and Jeff Perry discuss
a list of items that should be considered before you retire. On the
top of the list is
figuring out what role working part-time will play after you retire
from your fulltime
work. The conversation turns to Social Security planning and how it
fits into the overall
retirement income puzzle. Jeff warns listeners of the impact of
failing to plan for future
inflation. Chris shares his thoughts why it is so critical to
identify your own retirement
income style before you retire and suggests that people should
practice spending in the
context of your retirement budget. The last step people should take
as they are
approaching retirement is to start structuring their portfolio for
retirement. Chris
summarizes why all these items are critical to a successful
financial plan. Please see
below links to two related articles reference in this podcast.
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
https://www.morningstar.com/retirement/5-critical-financial-steps-take-before-you-retire
https://www.gobankingrates.com/retirement/planning/ways-retirees-can-be-better-
prepared-when-inflation-skyrockets/