It’s Sunday, which means...It’s recap time!
This week, I talked about navigating life’s important transitions before and during retirement.
In each episode this week, I covered some of the biggest life transitions you’ll need to navigate before and during retirement, including:
Hopefully after listening to the One Minute Retirement Tip this week, you have a better understanding of how each of these transitions and their timing will impact you and your money in retirement. Ultimately, I hope that you will be more prepared to navigate these important life events with the right preparation and plenty of grace.
If you’re married, I encourage you to talk through each of these transitions with your spouse and determine if there is more you need to do to prepare. Whether it’s budgeting for more travel in the early years of retirement, or planning to work part time, or deciding now whether or not you want to stay in your current home, and under what circumstances you would move. The last thing you want to do is discuss these important decisions after a major life change, when emotions are running high or after your mental capacity to make these important decisions has already declined.
If you missed any of these episodes or if you want to revisit any of them, you can find them on iTunes, Spotify, or Google Play by searching for the “One Minute Retirement Tip with Ashley”.
Tomorrow, we are starting a brand new theme: What is a fiduciary and why should you care. I’ll talk about the fiduciary standard as it applies to financial advisors, planners, insurance salesmen, and even the advisor at your bank. As an investor, you can empower yourself by better understanding what motivates the people you hire to provide financial advice and sell financial products. And when you know who is a fiduciary and who isn’t and when and why it matters, you’ll be able to make smarter decisions to ensure the people you hire to help you manage your finances are acting in your best interest.
That’s it for this week! Thanks for listening and I hope you have a blessed Sunday!
My name is Ashley Micciche and this is the “One Minute Retirement Tip”.
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