10 Money Goals You Must Achieve Before You Retire




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Retirement planning isn’t as easy as you may have thought. It’s a multi-step process that evolves and not only needs financial planning but emotional and physical planning too. To ensure your retirement is as comfortable and worry-free as you deserve, you need to make specific financial steps that we’re about to walk you through in just a minute.

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â± Time Stamp:

00:00 Introduction
00:40 Take Stock of Your Assets & Liabilities
01:31 Set Your Retirement Budget
02:51 Crunch the Numbers
03:41 Understand Your Social Security Benefits
04:41 Keep adding to retirement savings
05:48 Review Your Estate Plan
06:58 Evaluate Your Health Before Retirement
08:04 Consider Your Housing Needs
08:39 Schedule Your Retirement with Your Partner
09:14 Map Out Your Travel Plans Early

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DISCLAIMER: I’m not a financial adviser. These videos are for educational purposes only. No official financial advice is being given. Please always check with a professional before making any investments or financial decisions. Your investments are your sole responsibility, these videos merely share my own opinions with no guarantee of gain or losses.
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