Ready For Retirement

How Much Do You Need to Retire?

February 21, 2023 James Conole, CFP® Episode 151
Ready For Retirement
How Much Do You Need to Retire?
Show Notes

In this episode of Ready for Retirement, James discusses how much you need to retire.

Questions Answered: 

  • How much do I need (financially)?
  • How do I prepare (mentally)?
  • How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction 
2:30 - How much is ENOUGH?
3:25 - Retirement Expenses
5:04 - Assigning Your Dollars
8:50 - First Step
13:40 - Avoid THIS!
17:03 - Inflation Impact
19:58 - Taxes (Single v. MFJ)
21:55 - Health Considerations
23:50 - Aligning Your Financial Goals
24:00 - Working With Us

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