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 The Agent of Wealth Podcast, host 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!
Resources:
Bautis Financial: (862) 205-5000
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