Ep 101: End of the Year Planning Pt. 2

The Key Points: 

Welcome to part 2 of our ‘End of the Year Planning’ mini-series. I’m back with Dan Oaklief, RICP®, CPFA. In this episode, we will be focusing on year-end planning from a retirement standpoint.

Some pre-retirees hope to retire early but haven’t considered one of the more costly factors: health care. We connect our clients with a professional that helps guide them to the best option for their circumstances so they know they will be covered. Listen to hear some of the other important factors to approaching retirement.

Join us today as we break down these topics on today’s show:

  • How we can help you navigate through applying for Social Security. (2:07)
  • You should know how much money you want to spend in retirement long before your retirement date so we can be sure your goals are aligned with your savings and investments. (4:31)
  • What you should consider about health care in retirement to make sure you are okay from a financial standpoint. (6:14)

If you have any questions, please reach out to us at https://www.baschrock-fg.com/ or give us a call at 330-473-1060

Key Quote: 

Thanks for listening to another episode of Unlocking Your Financial Future. We’ll talk to you again next week!

Related Content:

How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 1

Withstanding Market Volatility with Keith Schrock – Part 1

Saving Habits with Offensive Guard, Brian Winters – Part 1

Share this post

Join Our Mailing List

By joining our mailing list, you’ll receive regular emails packed with valuable information to help you make informed financial decisions, achieve your goals, and secure your future.

Schedule Your Complimentary Financial Review

Schedule your complimentary financial review with us today to explore personalized strategies to unlock a prosperous future.

Skip to content