Ep74 | The Retirement Checklist: What Needs to Be Coordinated Before You Retire

You could have a great investment portfolio and still have a poor retirement plan. The goal is not to optimize one decision. It is to get all the major decisions working together.In this episode, Ray Godleski wraps up the retirement planning series with a practical checklist of everything that needs to be coordinated before you retire. From income and Social Security to taxes, investments, healthcare, estate planning, and survivor planning, this episode shows you how all the pieces fit into one cohesive retirement plan.You'll learn:How to define the lifestyle you are trying to fund and what your retirement actually needs to costHow to build a retirement paycheck from Social Security, pensions, portfolio withdrawals, and moreWhy your investment strategy needs to support your income plan, not exist separately from itHow to think about Roth conversions, RMDs, QCDs, and tax strategy across retirementWhat to plan for if one spouse dies first including taxes, Social Security, and cash flowFive questions you must be able to answer before you retireHow to create a simple retirement dashboard that explains your plan without a 70 page binder Schedule a free 15-minute call with Ray:Book a 15-Minute Call: https://app.greminders.com/c/raygodleski/15minutezoommeetingOr book a full complimentary consultation:Book a Consultation: https://app.greminders.com/e/9bfdfdf70740f21a2e1cec4140dd884dd4ef6365Tune in and pressure test your own retirement plan.🎙 Follow the show on Apple Podcasts: https://podcasts.apple.com/us/podcast/executive-retirement-compass-financial-planning-to/id1796392113📧 info@SeWealthPartners.comQuestions welcome. Real answers given.Explore our free tools and resources at: www.YourNextStepFinancial.com