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. 8 - What are the 5 Questions of Financial Planning?
Inevitable Wealth
30 minutes
1 year ago
Ep. 8 - What are the 5 Questions of Financial Planning?
Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." Delve into the fundamental pillars of financial planning as they explore the five critical questions every individual should address: What if I live? What if I die? What if I get sick? What if I get sued? Who gets my money, and how? In this insightful podcast, Guilian and Jacky provide expert insights, actionable advice...
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...
