• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

Episode 15 – What Financial Planning Issues Should I Consider Before I Retire Part 1

April 17, 2019 by Marc
Retirement Issues

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!
Category: The Agent of Wealth Podcast
Previous Post: « Jan Miller Student Loans Episode 14 – How To Get That Student Loan Paid Off With Jan Miller
Next Post: The War On Our Wallet »

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each month.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact


Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2021 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top