As I meet with retirees day after day, I find that many of them did not take full advantage of the options available to them before they retired. Because of that, they are losing benefits and opportunities and certainly not maximizing their retirement.

In this show, I'll cover 6 key steps you should take before you retire in order to make the most of it.

1. develop a plan 2. eliminate debt 3. strategize your income and expenses 4. consider Roth conversions 5. maximize your savings 6. review your investment strategy

Listen in as we take them one by one and go into more depth.

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LET’S CONNECT

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6 Key Steps to a Stress-Free Retirement