Paul covers that early stage when you first retire and what you should be considering with the goal of staying on track. Some suggested moves include managing your cash flow, finding a good balance between growth and income, and managing taxes.  What happens if you face retirement earlier than planned?  The conversation centers around assessing the financial impact, making sure you have health coverage, and shifting to that contingency plan.  Another topic on this podcast focuses on how strategies could differ if you retire single.

You can reach Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management