The 6 Questions You Should ask Your Advisor Before You Retire

Before you retire, there are very specific questions you should ask your advisor. In this video Dustin with Mundorf Wealth Management and Erin Kennedy talk through those questions, which, when answered, can give you a much clearer picture as to whether you are really ready to retire. Those questions are:

1. Am I financially ready to retire?  
2. What income sources will I rely on in retirement?
3. How sustainable are those income sources?
4. Do I have enough saved to account for inflation and unexpected expenses?
5. How can I minimize taxes on my retirement income?
6. What adjustments should I make to my investment portfolio?

And keep in mind, if your advisor can't answer these questions, it might be time for a new advisor. 

If you feel like you're ready to retire, but would like to talk it through with a professional, feel free to reach out to Dustin.  Just text or call the number on the website, or book a free chat by visiting www.LongLiveMyMoney.com

#Retire #WealthManagement #LongTermCare #TaxPlanning #FinancialAdvisor