Retirement Checklist: 6 Questions To Ask Yourself (Ep.19)

Are you ready for retirement? Let’s find out!
On today’s show, Michelle Gessner, CFP® shares a checklist that includes six questions to ask and answer before you decide to hang up your career hat.
With her co-host, Michelle discusses the necessity of professional help with investments, the decision to retain money in an employer's retirement plan, and the importance of stress-testing your retirement strategy.
She also shares some key insights on finding purpose in retirement, ensuring both financial security and personal fulfillment.
By listening to this episode, you will:
- Better understand why professional investment advice can lead to greater success and diversification
- Learn the pros and cons of keeping your retirement funds in your employer's plan versus rolling them over
- Determine if you are getting the tax planning you need
- Discover how to stress-test your retirement plan against unexpected financial changes and ensure your assets are protected
- Gain valuable insights into finding purpose and happiness in retirement, beyond the financial aspects
- And more
Resources:
“So You Think You Are Ready To Retire?: What You REALLY Want to Know Before You Take The Leap” by Barry LaValley: a.co/d/0ifZTlNH
Putting a value on your value: Quantifying Vanguard Advisor’s Alpha®: vgi.vg/4bABT2B
Retirement Heaven or Hell: 9 Principles for Designing Your Ideal Post-Career Lifestyle: amzn.to/3zGj4xR
Connect with Michelle Gessner:
gessnerwealths...
713-589-6448
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Twitter: / gessnerwealth