<description>&lt;ol&gt; &lt;li&gt;&lt;span data-darkreader-inline-color="" data-darkreader-inline-bgimage="" data-darkreader-inline-bgcolor= ""&gt;Take intermittent steps into retirement. Go part-time, then retire.&lt;/span&gt;&lt;/li&gt; &lt;li&gt;&lt;span data-darkreader-inline-color="" data-darkreader-inline-bgimage="" data-darkreader-inline-bgcolor= ""&gt;Work with a financial planner that will look holistically at your income and assets.&lt;/span&gt;&lt;/li&gt; &lt;li&gt;&lt;span data-darkreader-inline-color="" data-darkreader-inline-bgimage="" data-darkreader-inline-bgcolor= ""&gt;If you don’t have a pension, be sure you have a strategy for taking Social Security. That may include taking it early or waiting until after FRA.&lt;/span&gt;&lt;/li&gt; &lt;li&gt;&lt;span data-darkreader-inline-color="" data-darkreader-inline-bgimage="" data-darkreader-inline-bgcolor= ""&gt;Have your adviser run different scenarios so you can see the difference with taxes, income and how your assets are used.&lt;/span&gt;&lt;/li&gt; &lt;/ol&gt;</description>

Retirement DNA

Duane Johnson

Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement

SEP 29, 202310 MIN
Retirement DNA

Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement

SEP 29, 202310 MIN

Description

  1. Take intermittent steps into retirement. Go part-time, then retire.
  2. Work with a financial planner that will look holistically at your income and assets.
  3. If you don’t have a pension, be sure you have a strategy for taking Social Security. That may include taking it early or waiting until after FRA.
  4. Have your adviser run different scenarios so you can see the difference with taxes, income and how your assets are used.