You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re likely not ready to retire if that’s all you’ve done. Retirement planning isn’t just about your portfolio; it’s about so much more.
Here’s some of what we discuss in this episode:
🏖️How retirement lifestyle can impact long-term spending needs
📝 Optimizing your Social Security benefits
🏡 How housing decisions can affect liquidity, taxes, and overall retirement readiness
🩺 Planning ahead for potential health care and long-term care expenses
📜 Coordinating estate planning with your financial strategy
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HDQ Wealth:
Website: www.hdqwealth.com
Request an Introduction: https://calendly.com/hdqwealth/intro?month=2025-05
Information provided is for informational purposes only and does not constitute tax, investment, or legal advice. Please consult a qualified professional before taking any action.
