Live with Thrive

Live with Thrive


The Ultimate 10-Point Retirement Planning Checklist

May 26, 2020

Bret, David, Karen and Joe jump into their weekly discussion, and detail how in these trying times, one thing you absolutely cannot get derailed is your retirement.

You’ve worked hard and made sacrifices to save for retirement, but what’s your plan to reduce your taxes with your IRA and 401K?
What’s your plan to optimize your social security benefits?
And what’s your plan to generate different sources of income, to ensure you never run out of money?
Get the ultimate 10-point retirement planning checklist in this weeks episode of Live With Thrive. You aren't going to want to miss this!