Ep 5: Retirement Preparedness Questions You Need to Answer

Wealth & Wisdom with Michael Loftus

Another year is upon us and it’s a great time to ask yourself questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Along with that, we’ll take a couple questions from the mailbag that touch on some other financial topics that you might be curious about as well. And we’ll finish out the show by learning what Michael has added to his reading list for the new year.
Here’s some of what we’ll cover on this show:

· Questions you need to answer to find out how prepared you are for retirement. (1:04)

· What is the ideal time to take Social Security? (2:43)

· Beneficiary mistakes that we should check for. (6:35)

· Should you use an inheritance to pay off your mortgage? (8:19)

· The books that Michael has on his reading list for 2023? (11:47)

LEARN MORE:

Recent educational videos on YouTube: https://bit.ly/3CMiRbt
Schedule a meeting with Michael: https://lwsde.com/schedule-a-meeting/
Visit Michael's website for more resources: https://lwsde.com/
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