Five Important Steps to Take Before Retiring (Ep. 99)
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What are you going to do every day in retirement? As you think a little bit more about retirement, there are five important planning steps to keep in mind.
In this episode, Larry Heller discusses each of the five steps to start planning for a well lived retirement. This episode will help you start visualizing your dream retirement and what it looks like for you!
Larry discusses:
- Visualizing your future life
- Tax and legacy planning
- How much money is enough money
- The impacts of long-term illness
- And much more!
Resources:
Connect With Larry Heller:
- Email Larry
- (631) 293-2806
- Heller Wealth Management