A few months ago, we did a show about the 5-year retirement check list. It hilted numerous things you need to do to prepare for a successful retirement. We're going to reduce this dramatically. We’ll be focusing on a 12, 9-, 6-, 3- and 1-month checklist you need to complete so that retirement is everything you had hoped it would be.
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Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.
