Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement
Sep 29, 2023
Quick tips on letting go of financial stress in retirement.
Here are just a handful of the things that we'll discuss:
- Take intermittent steps into retirement. Go part-time, then retire.
- Work with a financial planner that will look holistically at your income and assets.
- If you don’t have a pension, be sure you have a strategy for taking Social Security. That may include taking it early or waiting until after FRA.
- Have your adviser run different scenarios so you can see the difference with taxes, income and how your assets are used.