Inspired by Steve's recent visit to NYC during the New York City Marathon, we're looking at preparing for retirement as one would prepare for a marathon. From all the preparation to do in advance of the race, to maintaining a proper pace, and making it to the finish line, we're covering the entire journey on this week's podcast episode.
- Preparing for the Retirement Marathon:
- Things you do ahead of time to set yourself up for peak success during the race.
- Once the race clock begins, you can't start it over. Why having a plan ahead of time can help you finish the race.
- You'll undoubtedly face different, and sometimes unexpected, conditions throughout the race. So how can you plan for those?
- Remember: it's a marathon, not a sprint. Pacing yourself, and your spending, is important.
- End-of-Marathon Planning:
- Join us for a quick walkthrough of the important elements of Estate and Long-Term Care Planning.
- First items you should get in place, e.g. a trust, wills, POAs.
- Creating a communication plan for your wishes, your intentions, and the documents you've prepared.
- Should you have LTC insurance? And if you should, what kind is the best to have?
