Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it. It’s natural to feel like you’re falling behind or you should be doing more, but there’s a good chance you might be better off than you think.

On this episode:

From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides you through the ideal timeline for each. Tune in to find out how far away from retirement you should have answers to these pressing questions.

So don't miss out on this episode as we equip you with the knowledge you need to confidently plan for another day in retirement paradise.

Here are some of the things you’ll learn in this episode:



• When should you aim to be debt free?
• When we want to take a close look at income and figure out where everything will be coming from?
• The discussion we have with clients about Social Security and a claiming strategy.
• Should you and your spouse retire at the same time or should you stagger your dates?
• Do you have too much risk in your portfolio for your age?