19 - “Retirement Readiness Checklist: Income, Taxes, Healthcare & Lifestyle Planning
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19 - “Retirement Readiness Checklist: Income, Taxes, Healthcare & Lifestyle Planning
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About this listen
Discover how to know if you’re truly ready to retire. In this episode, Certified Financial Planner Michael breaks down the essentials of retirement planning — from defining your lifestyle vision and maximizing Social Security benefits to managing healthcare costs, taxes, and investment strategies. Learn how to avoid costly mistakes with RMDs, create a tax‑efficient withdrawal plan, and prepare for longevity risk. Whether you’re 10–15 years away or approaching retirement now, this guide will help you build confidence, clarity, and a secure financial future.
Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.