7 Steps to Retirement Security, Ep #164
Over the last two months, we've had close to 8 people contact us to put together a retirement plan because they're fearful of being downsized. If they got laid off, could they afford to retire? People are looking for peace of mind and a retirement plan helps cover the what-ifs in life. Tom Hegna wrote the book, " Don't Worry, Retire Happy ." In it, he brings up some good points when it comes to retirement planning and what to be aware of. I tweaked his methodology to make it my own. So in this episode of the Retirement Made Easy podcast, I'll cover the 7 steps you need to have a secure retirement. You will want to hear this episode if you are interested in... [0:28] Why you need a retirement plan in place (and how we can help you) [6:11] Step #1: Get a retirement plan in place [8:05] Step #2: Maximize Social Security benefits and pensions [8:45] Step #3: Consider a hybrid retirement [10:40] Step #4: Account for inflation [14:51] Step #5: Protect your dollars from taxes [17:30] Step #6: Have a plan for long-term care [18:46] Step #7: Use your home equity wisely Resources & People Mentioned 3 Steps to Retirement Planning " Don't Worry, Retire Happy " Connect With Gregg Gonzalez Email at: Gregg.gonzalez@lpl.com Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made EasyOn Apple Podcasts , Spotify , Google Podcasts