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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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Jul 12, 2019

Whether you have already retired or want to start planning for that liberating day, having a plan is essential for your long-term peace of mind. Joel Johnson has laid it out in an easy-to-follow checklist that point you in the right direction for retirement planning. These six items are discussed in detail in the latest episode of Money Wisdom.

You can read more on the subject here and a list of topics: 

1:56 – What can you do right now to prepare yourself for retirement?

2:41 – An overview of a good pre-retirement checklist Joel recently read

5:23 –The Ultimate Retirement Planning Checklist discussion begins. #1: GET A FINANCIAL GAMEPLAN

7:08 – #2: HAVE A PLAN TO PAY FOR HEALTHCARE AND LONGTERM CARE

9:48 – #3: PROPER TREATMENT OF SOCIAL SECURITY

11:31 – #4: MINIMIZING YOUR TAXES BY HAVING A TAX STRATEGY

13:17 – #5: PROPER TREATMENT OF YOUR IRA AND 401K

14:32 – #6: HAVE A DIVERSIFIED INCOME PLAN

16:58 – Reviewing the Ultimate Retirement Planning Checklist

19:07 – One very important point to remember about retirement