Thursday Oct 31, 2024
More and more people are wanting to retire younger. But before you pull the trigger, it's important that you have a plan in place! In today's episode, we're talking about all things pre-retirement planning. From the big questions- like whether you’re really ready for the cost of health insurance and how much Social Security will actually cover- to the smaller stuff (like how often you’ll want to go out to dinner), Sean and Peter cover it all. They also dig into some crucial topics like long-term care, taxes, and how things like HSAs and Roth accounts can help keep your finances on track.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com