Show Notes
The ten years before retirement are your last, best chance to get it right. In this episode, Jean and Anne Lester, author of Your Best Financial Life, former head of Retirement Solutions for J.P. Morgan Asset Management, and a fellow with LIMRA’s Retirement Income Institute, break down what the ten years before retirement should really look like and everything you need to tackle to enter retirement with confidence.
They cover:
How to assess your retirement landscape without needing a “perfect” answer
Social Security, including whether to wait to claim and what you gain by delaying
How to take your retirement budget for a test drive before you retire
Why the day you stop saving and start withdrawing is your riskiest, and how to adjust your asset allocation as you near it
How guaranteed income changes how much risk you can afford to take
The emotional side of retirement, including figuring out who you’ll be next and what will give your days meaning
Lester’s 3 must-dos for the decade before retirement: understand your spending, know your assets, and get to know yourself
Ready for more? This free guide from LIMRA walks you through the key milestones to consider as retirement approaches, helping you move from simply saving for this chapter to actually living it to the fullest. Learn more about your ad choices. Visit megaphone.fm/adchoices
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