The Physician's Guide To Financial Wellness

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Are You Retirement Ready?

Regardless of whether you plan to retire at age 45 or age 65, there are some key questions that everyone should consider when thinking about retirement. Answering these questions will help you avoid mistakes and make the transition as smooth as possible. In this episode, we walk through our retirement checklist and discuss how to think about six of the most important areas of retirement planning, from tax planning to healthcare planning to Social Security planning, and more. Resources & People Mentioned Downloadable retirement checklist Connect With Trent and Andrew https://mdwmllc.com Follow on LinkedIn Follow on Facebook

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  Higher Interest Rates - Opportunities and Implications

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  Why We Love Health Savings Accounts

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  5 Common Investment Mistakes (And How to Avoid Them)

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  Breaking Down Health Insurance

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  Life Insurance - How Your Need Evolves Over Time

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  Where to Save Once You’ve Maxed Out Your Retirement Accounts

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  7 Ways to Save Over $7,000

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  10 Things to Do if You’re Within 10 Years of Retirement

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  How to View Investment Performance

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  Should I Buy or Lease My Car?

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  Year-End Financial Planning Checklist

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  A Four-Step Process to Save for Any Goal

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  How to Manage Your Retirement Paycheck During a Market Decline

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  The Pros and Cons of Target Date Funds

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  Making Sense of Your Retirement Projections

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  Having a Plan for Long-Term Care