218. How to Start Planning for Retirement (Halloween Pt. 2)
In this Indiana Jones–inspired episode, we return to the Cave of Question to tackle one of the biggest challenges facing those 55 and older: How do I start planning for retirement?It’s easy to feel lost in the maze of decisions around Social Security, Roth conversions, Medicare, and more. That’s why this journey is about more than finding answers, it’s about uncovering the Compass of Clarity. To get it, we must work through each puzzle of the six pillars of retirement planning: lifestyle, income, taxes, investments, health care, and legacy.--Ready to take the next step? Schedule a call now at…
The skinny
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