Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor and I’m using my 15 years of experience as a financial advisor to help you gain clarity and make a plan for the retirement you envision.
On this podcast, I cover everything from investing, to retirement spending, to taxes in retirement in just a few minutes each day, so if you’re 5-10 years on either side of retirement, and looking for some daily doses of retirement planning wisdom, stick around this week as I talk about the 10 things you must do before retirement. This week I’ll be covering part 1, and we’ll continue with part 2 of this theme next week.
Thinking through all the things you should do before you retire can seem overwhelming. But if you focus on doing the right things and start far enough in advance - usually about 2-3 years before you retire - you’ll be better prepared to transition into retirement and you’ll be able to tackle each item without falling behind.
I’ve helped many clients over the years with their transition into retirement, so I’ve seen first hand when they get it all right and when they step on landmines…often landmines that could have been avoided with careful planning.
So this week, I’ll be sharing with you everything from deciding where you’ll live to how much you should increase your emergency savings and why you need to boost it prior to retirement.
That’s it for today. Thanks for listening! Come on back tomorrow…where I’ll talk about the importance of deciding where you’ll live in retirement before you actually retire.
My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance