The Wise Investor Show

First 5 Things to do Before You Retire

Informações:

Synopsis

On this week’s show, The Wise Investor Group discussed the first 5 things to do before you retire. We advise you to prepare for the following: 1) Know what it is you're retiring to 2) Know your natural rhythm and pace of spending 2a) Know if there's going to be extra cost of activities beyond what you're doing while you're working 3) Make sure you have the right amount of cash to be able to pay the bills and invest the rest for long term 4) Have your portfolio of insurance positioned correctly to offset your risks 5) Be open to strategies that might open up for you due to temporary dislocations in your personal tax rates Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.