The Financial Answer

Financial planning guidance from West Tennessee’s Nathan O’ Bryant.

The Final Decade Before Retirement

Posted on November 7th, 2019

In the final 10 years before you retire, what do you need to do in order to make sure you’re ready? Do you know the answers to all of these questions?


Show Notes: 


Today's Rundown: 

1:48 - In the News: President Trump changed his residence to Florida for tax reasons.

4:15 - In the ten years leading up to retirement, you need to decide what is important.

6:02 - You need to know your numbers and consider your budget.

9:51 - Get a handle on your healthcare plans for later on. 

12:52 - Understand that your needs will change over time, just like your plan.