10 Years from Retirement? Here’s Your Financial Checklist

If retirement is a decade away, now is the crucial moment to finalize your financial strategy and solidify your future. This episode provides an essential 10-year checklist, covering everything from maximizing catch-up contributions to stress-testing your investment portfolio against potential market downturns. We break down the key decisions you must make now regarding Medicare, Social Security filing, and long-term care to ensure a smooth and secure transition into your post-work life.