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Episode 16 – What Issues Should I Consider Before I Retire? – Part 2



Perhaps you feel emotionally ready to retire, but are you financially ready?

Stop the Google search and discover which financial issues to consider before you retire. In the final episode of this two-part series, Marc Bautis covers action items to take care of before retirement, including asset allocation, tax planning, and long-term planning.

In this episode, you will learn:

  • Why it’s important to consider how your investment objectives and risk tolerance may change once you retire
  • Why it’s essential to understand your annuity options and how to use them effectively
  • When required minimum distribution (RMD) comes into effect and how it affects your retirement accounts
  • How to use long-term financial planning to save money on taxes
  • And more!

Download this episode of Agent of Wealth Podcast and find out what to consider before you retire.

Resources:  Bautis Financial | What Issues Should I Consider Before I Retire? – Part 1 | Business Valuation Tool


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