7 Important Retirement Questions To Ask Yourself

Retire Once Show

Jan 27 2023 • 16 mins

On this episode of the Retire Once Show, Johnathan and Melissa discuss 7 Important Retirement Questions To Ask Yourself. Retirement planning is more than asking “how much do I need to retire?”. If you are thinking about retiring or retiring, it is important that you are always checking in on your retirement success. To maximize your retirement, we believe it is important to ask yourself these 7 questions.

1 – What does retirement success mean to you?

2 – What part of retirement planning causes you stress?

3 – How will you handle stock market volatility?

4 – How will you pay for medical costs?

5 – What will be your plan to review your retirement plan, investments, and spending?

6 – Who is there to help you if you can no longer manage your own finances?

7 – What will you do to stay busy?


If you have questions or comments for the show email us  Retire@theoremwm.com or head to www.Retireonceshow.com


- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.