Broker Check

Retirement in your 60's and 80's

| April 10, 2019

While there is a lot of excitement when preparing and entering the world of retirement, high anxiety always seems to co-exist.

At this point, you have INVESTED lots of time PLANNING for this moment, but there are some factors you should consider at this stage:

  • Funding Bucket List Trips
  • What are your guaranteed sources of income: Social Security, pensions 
  • How to make withdrawals from your investments so you don’t outlive your money 
  • Retirement Risks: Increased longevity, market volatility, low-interest rate environment 
  • Long-Term Care Costs 
  • Elderly Fraud

Continuous monitoring of your retirement assets and income, along with annual reviews of your projected retirement health, helps you adjust accordingly.

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Make your retirement years EPPIC™ by scheduling a coaching call to learn how to apply The EPPIC™ Method to your retirement plan. 
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