Retirement Planning First Steps

Where should you start when it comes to retirement planning? Nathan is here to guide you through the process to make sure you feel confident and ready for the future.

 

Read more and get additional financial information: https://thefinancialanswer.com/podcasts/retirement-planning-first-steps/

 

What we discuss today: 

2:01 - Decide what you want retirement to look like.

4:55 - Take an inventory.

7:44 - Have an income plan.  

9:56 - What is your Social Security withdrawal strategy?

11:22 - Are you working with an advisor?