facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
The Retirement Red Zone: 5 Money Moves You Should Make Now Thumbnail

The Retirement Red Zone: 5 Money Moves You Should Make Now

The “retirement red zone” is the 3-7 years before retirement—a critical time when your decisions about investments, income, and risk can have a lasting impact on your retirement security. In this video, Dustin with  Mundorf Wealth Management and Erin Kennedy zero in on the 5 money moves you should make before you retire:
1. Define Your Budget and Expenses
2. Define Your Sources of Guaranteed Income
3. Define Your Income Gap, and Formulate an Income Plan
4. Strategize on Social Security
5. Consider Taxes

If you'd like to find out if you're ready to retire and ensure you don't run out of money, 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.

#RetirementRedZone #TaxPlanning #Retirement #RetirementIncome #SocialSecurity

Text Us a Question Text Us a Question