Retirement Planning Checkpoints: The 5 Things You Need to Check Before You Retire (Full Episode)

Planning for retirement? Before you retire, make sure you've hit these 5 critical retirement planning checkpoints: retirement income planning, investment strategy, tax planning in retirement, healthcare costs in retirement, and estate/legacy planning. In this episode of Retire Well, financial advisors Kevin Bucher and Pete Samenuk break down exactly what to evaluate at each stage of your retirement planning checklist — whether you're 5 years from retirement or already retired. If you're searching for "how to know if I can retire," "retirement income planning," "retirement tax strategies," "healthcare costs in retirement," or "retirement checklist," this episode covers it all. 📺 In this episode, you'll learn: ✔️ Retirement income planning — how to know if your savings and income sources will last ✔️ Investment strategy for retirement — how your portfolio should shift as you approach retirement ✔️ Tax planning in retirement — common retirement tax mistakes and how to avoid them ✔️ Healthcare costs in retirement — what Medicare and out-of-pocket expenses really look like ✔️ Estate and legacy planning — protecting your assets and your family's future Whether you're in Toledo, Findlay, Perrysburg, or anywhere in Northwest Ohio, Citizen Advisory Group helps individuals and families create a retirement plan built around these 5 checkpoints. Schedule a complimentary conversation to see where you stand: http://www.citizenadvisory.com 🔔 Subscribe to Retire Well for more retirement planning tips, retirement income strategies, and financial planning advice. #RetirementPlanning #RetirementIncome #RetireWell #FinancialPlanning #RetirementChecklist #ToledoOhio Citizen Advisory Group — Building Better Lives This content is for informational purposes only and does not constitute personalized financial, tax, or legal advice. Consult a qualified professional before making financial decisions.