RBS 239: The Ultimate Retirement Checklist

In this episode,  we cover my Ultimate Retirement Checklist:

1. Healthcare

2. Start learning about Medicare

3. Understand IRMMA brackets

4. Track Expenses

5. Calculate Your Burn Rate

6. Calculate Your Guaranteed Income Ratio

7. Plan for large expenses

8. Plan when to take Social Security

9. Cash

10. Create a Tax-Efficient Withdrawal Strategy

11. Understand how investment withdrawals are taxed

12. Consider Roth conversions

13. Plan how to spend down your HSA

14. Simplify Accounts

15. Simplify Investments

16. Consider your asset allocation

17. End of Life Documents

18. Consider how to use your home equity

19. Consider using retirement planning tools

20. Protect your online accounts (financial, email, social)

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