5 • 706 Ratings
🗓️ 6 July 2021
⏱️ 16 minutes
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0:00.0 | When you retire, you're going to realize that there are some things you wish you had known |
0:03.3 | ahead of time. |
0:04.4 | And surprisingly, these things have nothing or little to do with what you might guess. |
0:08.0 | It's not the usual things like Social Security or Medicare or even Roth conversion strategies. |
0:13.1 | That being said, these things are crucially important if you want to make sure that you're |
0:16.9 | getting the most life out of your money, especially in retirement. |
0:20.6 | So in today's podcast, I'm going to walk you through the five of the things that you're getting the most life out of your money, especially in retirement. So in today's podcast, I'm going to walk you through the five of the things that you're going |
0:23.5 | to wish you had known before you retired. |
0:26.0 | This is another episode of Ready for Retirement. |
0:28.5 | I'm your host, James Cannell, and I'm here to teach you how to get the most out of life |
0:31.6 | with your money. |
0:32.8 | And now, on to the episode. |
0:35.2 | When you think about retirement, the first things that probably come to mind |
0:38.3 | are things like, how much should I contribute to my 401k? When should I collect social security? |
0:43.3 | How do I minimize taxes? And while all these things are very important, they're not the things |
0:47.7 | that you're going to wish you had known before you retired. And not to say they're not important, |
0:51.7 | but there's some other things that you're just not |
0:54.3 | going to think of, at least most people don't think of. And I say this because I've worked with |
0:58.7 | dozens and dozens of retirees at Root Financial. I've seen hundreds of different situations |
1:03.0 | in between this experience and industry data, we've narrowed down the five biggest things that |
1:08.2 | most people wish they had known before they retired. And in today's podcast, I'm going to share those with you. |
1:13.4 | Before we jump in, I always like to highlight the review of the week as a way of saying thank |
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