In this episode, we cover my Ultimate Retirement Checklist:
1. Healthcare
2. Start learning about Medicare
3. Understand IRMMA brackets
4. Track Expenses
5. Calculate Your Burn Rate
6. Calculate Your Guaranteed Income Ratio
7. Plan for large expenses
8. Plan when to take Social Security
9. Cash
10. Create a Tax-Efficient Withdrawal Strategy
11. Understand how investment withdrawals are taxed
12. Consider Roth conversions
13. Plan how to spend down your HSA
14. Simplify Accounts
15. Simplify Investments
16. Consider your asset allocation
17. End of Life Documents
18. Consider how to use your home equity
19. Consider using retirement planning tools
20. Protect your online accounts (financial, email, social)
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