Miss the window for a Chick-fil-A peach milkshake and you wait until next year. Miss certain retirement planning opportunities, and the consequences can last much longer. In this episode of The Retirement Bullpen, Richard Warner discusses some of the most important timing windows in retirement planning. From catch-up contributions and early retirement withdrawal strategies to Medicare enrollment, Social Security claiming decisions, and required minimum distributions (RMDs), Richard explains where costly mistakes can happen and why timing matters. He also clears up common misconceptions and highlights opportunities that many people overlook. If you're approaching retirement or already retired, this conversation can help you better understand some of the key deadlines and decision points that may affect your financial future.
Book your complimentary appointment with Richard and his team on warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!
Follow Warner Financial on Facebook

What Should Parents Tell Their Adult Children About Money?
19:20

What Will Your Business Actually Be Worth When You Sell It?
21:32

What If Your Business Doesn't Sell When You're Ready to Retire?
19:50