Jul 26 2023
A 7-Step Checklist for Your Journey Into Retirement (Ep. 103)
Planning for retirement is a lot like planning for travel. You need a moldable checklist of decisions that need to be made from a big-picture perspective. In this episode, Peter Raskin shares a 7-step checklist for retirees. He covers important aspects such as expenses, income sources, protection, taxes, portfolio risk, distribution flexibility, and legacy planning, … Read More Read More