Ep 20: The Different Stages of Retirement Planning

Today’s Debate:

Building a retirement plan takes time, but your focus should start to narrow as you move closer to that big day. On this episode, we’re going to look at the different stages of planning from 15 years out all the way until that transition into retirement. Find out what you should be doing at each stage along the way.

Click the timestamps below to jump ahead in the episode…

Key Takeaways From This Episode:

Many people talk about retirement planning and the general strategies to utilize, but what specifically should you be doing at different stages of life?

We want to help walk you through the final 15 years of your working career to make sure you’re focused on the correct parts of your plan. Some things need to be prioritized while others can wait. That’s what a financial advisor can really assist you with.

So we’ve turned to Chris Scalese to guide us through these different stages of planning from about age 50 all the way up to retirement. That’s what we’ll discuss on the Financial Forum Podcast as Chris covers the items you need to work on 15 years out, 10 years out, 5 years out, and then retirement day. Use this information to stay on track or identify the areas that need your immediate attention.

Even after you’ve made that transition, the planning process needs to continue to ensure that your money and your goals remain aligned.

It’s time to get the show started. Join us by using the audio player above and click on the timestamps below to skip around to specific topics.

[0:18] – Let’s talk about the different stages of retirement.

[1:07] – What should you be thinking about around 50 when you’re 15 years out?

[3:30] – Now you’re 10 years out. What should you be considering?

[5:37] – This is the time you want to start thinking about your potential retirement age.

[7:39] – 5 years away from retirement. This is maybe the most crucial period.

[10:10] – Keep in mind that inflation and taxes need to be a part of your retirement plan.   

[11:56] – It’s now your retirement day. Here’s what has to be done.

[13:46] – Is planning over now that we’ve retired?


A Potent Quotable:


Related Content:

5 Variables that Shape Your Retirement Plan

Should We Follow Conventional Wisdom for Retirement Planning?

Retirement Decisions: More Than Just Investments


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The Host:

Chris Scalese – Contact