Retiring in 3 Years? 5 Steps to Retire Smart

Описание: There is no do-over for retirement.

There are a million things to think about. Will my income be secure? What if inflation heats up? Is my medical taken care of? What happens if I have a major medical event?

Most people do not want to be a burden to their kids and they do not want to go back to work! So before retirement, you want to be confident you made the right choice and that your financial future is rock solid.

Here we layout 5 steps you should take before you retire:
Take inventory of your income sources
Understand your expenses
Plan for your gap years
Identify what if scenarios
Align your investment plan

For More Details and Transcript:
https://onedegreeadvisors.com/2022/03...

Posts mentioned:
Blackrock sequence of returns: https://www.blackrock.com/us/individu...
Inflation in retirement: https://onedegreeadvisors.com/2021/07...
Leaving a legacy: https://onedegreeadvisors.com/2019/07...

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https://onedegreeadvisors.com/getstar...

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
Disclosures: https://onedegreeadvisors.com/solutio...

0:00 The transition to retirement
0:56 Take inventory of your income sources
1:22 Understand your expenses
2:15 Plan for your gap years
3:42 Identify "what if" scenarios
4:29 Align your investment plan