Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
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Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
Ep. 6 - Countdown to Savings: Essential Year-End Financial Strategies
Inevitable Wealth
19 minutes
1 year ago
Ep. 6 - Countdown to Savings: Essential Year-End Financial Strategies
Over the next 35 days, you may have the opportunity to make significant financial moves. Our hosts, Guilian DiLeonardo & Jacky Petit-Homme break down complex topics into actionable steps, helping you navigate the year-end financial landscape with ease. Join Jacky & Guilian as they unwrap year-end financial tips in a relaxed, easy-to-follow chat. From boosting your retirement savings to smart tax moves, this episode is your cozy guide through the financial to-dos before the New Year be...
Inevitable Wealth
Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
