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Ep. 7 5 Things to Consider When You are Ready to Retire
Episode 711th October 2023 • Hello Retirement • Emlen Miles-Mattingly
00:00:00 00:12:20

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When planning for retirement, many of us believe that having savings is enough. However, there are still many factors to consider.

In this episode, we will discuss the things to consider when you are ready to retire. First, it's essential to manage your expenses because understanding your expenses and debts, including mortgages and vehicle costs, is crucial to determine what will remain the same and what will change in your retirement. Additionally, evaluate your health insurance options, especially if you are retiring before the age of 65 and need to bridge the gap until you receive Medicare. Remember the importance of having a clear plan to fully enjoy your retirement.

Ready to make the most of your retirement? Tune in to this episode for essential tips on managing expenses, navigating health insurance, and creating a clear retirement plan. 

Key Points:

#1 Importance of understanding and managing expenses in retirement

#2 Healthcare options and expenses in retirement

#3 Retirement goals

#4 Estate plans

#5 Understanding Social Security


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