PODCAST GRAPHIC

Episode 15 – What Should I Consider Before I Retire?



Making the transition to retirement can be stressful unless you’re fully prepared for the financial, mental, and emotional changes that go with it.

In this episode of Agent of Wealth Podcast, Marc Bautis gives you an exclusive walk-through of his retirement preparation checklist and offers expert recommendations along the way.  

In this episode, you will learn:

  • How far in advance you should start running through the retirement preparation checklist
  • Why you may receive a reduced benefit if you start collecting Social Security before your full retirement age
  • What options to consider if you retire before you’re eligible for Medicare
  • Whether you can still use your health spending account (HSA) if you also have Medicare coverage
  • And more!

Tune in to this episode and take a tour of your retirement preparation checklist!

Resources:  Bautis Financial | Episode 10 – Financial Workshops Part 1: Maximizing Your Social Security


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