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Ep 39: The Do's And Don't Of A Successful Retirement Thumbnail

Ep 39: The Do's And Don't Of A Successful Retirement

Ep 39: The Do's And Don't Of A Successful Retirement

Retirement planning is a complex and fairly time intensive endeavor. It requires a lot of planning and projecting and ultimately aligning that information overtop an everchanging economic and regulatory landscape. So what are a few items you should make sure you do and not do when it comes to your retirement?

In this episode, Derek goes over his top Do's and Don't for a successful retirement. These items can be applied to almost every pharmacists retirement plan. They include:

Do; Create pinpoint clarity around your first year of expenses in retirement based on your most recent year of expenses.
Don't; Jump the gun on claiming Social Security benefits
Do; Consider Roth Conversions
Don't; Let media dictate your decision making
Do; Have a safe distribution rate
Don't; Lock yourself into any long-term decisions
Do; Create a team of financial professionals
Don't; Wing it

Enjoy the show!

You can connect with Derek on social media at:

https://twitter.com/derekjdelaney
https://www.linkedin.com/in/derekdelaneypharmdfp/
https://www.facebook.com/PharmD-Financial-Planning-LLC-116600423803050

Or by email at:
derek@pharmfp.com

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