The Retirement Playbook with Dale Tondryk

Ep 73: Getting it Right: Irreversible Financial Decisions

September 22, 2022

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

 

While a few of these have slight caveats, you won’t want to miss your window of opportunity to make the choice that is right for you.

 

Listen to today’s episode to learn what steps you can take to better prepare yourself for these potentially life-changing decisions.

 

Key Points:

  • Be careful not to start using your social security too early. (1:41)
  • Should you select the spousal benefit option on a pension? (5:15)
  • Why you should get life insurance early in life. (7:25)
  • What happens if you retire….then change your mind? (9:40)

 

Read more and get additional financial details here: http://retirementplaybookpodcast.com