Jun 20, 2019
Traveling on the road to retirement may have a few twists and
turns or even bumps along the way. Brian will discuss overcoming
various financial obstacles. We’ll also talk about how to analyze
your employee benefits and when you should call it quits on your
0:16 Understanding benefits
- If you are an employee, you have limited options in your
- Some people turn to Human Resources for help with their plans.
Although HR knows a lot of information about different policies and
rules, they may not know as much about your retirement offerings
and how to truly invest within those vehicles.
- See a financial advisor to understand the fees and options
- Brian shares a client example of someone who didn’t know the
ins and outs of their company benefits.
- Don’t forget about taxes. You may not be in a lower tax bracket
when you retire, so it’s important to save for retirement in the
6:26 When to call it quits at work
- Dexter Mills had a 2000 Honda Accord that went
over a million miles. Perhaps its time to finally retire that
- In a similar fashion, what do clients use as an “odometer” to
know when it’s time to leave the workforce?
- Brian says it’s important to find something you can transition
to from your working life. It’s important to find that purpose in
retirement because it’s healthier to keep busy and enjoy how you’re
spending your time.
- For some people, retirement might still include part-time work
or heavy involvement in volunteer work. Just make sure you’re
seeking proper guidance on the financial side of the equation so
you can afford all of the goals and desires you have in
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