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Wine Down - Tips and Lessons Learned for Retirement Planning
Episode 11925th October 2021 • Secure Your Retirement • Radon Stancil, CFP® & Murs Tariq, CFP®
00:00:00 00:32:37

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How prepared are you for your retirement? As you get closer to retirement, it is important that you think about how things are going to pan out for you during that period.  

In this episode of the Secure Your Retirement podcast, we have Jay and Maureen Hartford to give a perspective on how to approach the retirement period. They describe what they did right and what they didn’t, and how being agile with their plan served them.

Listen in to learn the importance of developing relationships and connections that you will continue interacting with after you retire.

In this episode, find out:

·      Think of where you want to live and the lifestyle you want to live.

·      Be agile and flexible to any possible changes that might happen before/during your retirement period.

·      Why they decided to settle in Raleigh and not any other city in the country.

·      Why they started a consultant-type business after retirement for connection purposes.

·      They share their love for travel and exploring new places.

·      How it worked out for Jay to retire 12 years before Maureen did.

·      Think of the social networks you want to continue once you stop working.

·      Start engaging an estate attorney for your estate planning early on in your retirement journey.

·      Think of a certain healthcare document and your long-term healthcare insurance.

·      The importance of having retirement goals and plans written down.

·      How to prepare and have the hard and emotional conversations that surround the end of life.  

Tweetable Quotes:

·      “You better be prepared to change your plans, you better be agile, and you better think about things carefully as you go along because you’re probably going to want to adjust.”- Jay Hartford

·      “It helps if you write down your retirement goals and start planning for them.”- Maureen Hartford

Book Mentioned:

·      Guide to the Great Beyond by Jane Brody

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.