

Finance OS: At Retirement
Aug 9, 2023
This podcast episode focuses on the important decisions and challenges that arise at the point of retirement. It covers topics such as preparing for retirement, investing challenges, practical steps for retirement planning, tax implications, and the importance of accessible cash. The hosts also mention a listener review, upcoming Q&A session, and tease the topic of the next chapter.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Preparing for Retirement: Expenses, Income, and Planning
01:57 • 12min
Challenges and Considerations for Investing in Retirement
14:20 • 2min
Practical Steps for Retirement Planning
16:15 • 4min
Tax Implications and Retirement Pots
20:19 • 16min
Listener Review and Q&A Announcement
36:03 • 2min
Wrapping up the Season and Teasing the Next Chapter
37:41 • 2min