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Ep 7: The Retirement Red Zone
Manage episode 344727808 series 3378480
Innehåll tillhandahållet av Liz Whitteberry. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Liz Whitteberry eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
You may or not be a football fan, but we’re sure you’ll benefit from learning about the red zone in retirement. In the game of football, the red zone is the last 20 yards before you score. In retirement, the red zone is the last five years before you retire, and the five years after.
In this episode, we are going to break down that ten-year period. We will cover the steps you need to take, what to watch for, and more.
Listen to this week’s show to learn more about:
· As an investor, how should you approach the red zone? (4:37)
· Here are three ways to approach retirement. (7:07)
· Are you completely unconcerned with your retirement plan? The rules are different in the red zone. (9:02)
· This is what you should do about 6-7 years before you retire. (11:40)
If you are interested in learning more about how an HSA fits into your plan, contact us here: https://www.bestpathadvisors.com/contact
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube
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