For most of us, we’re saving and investing towards a given end. Usually, though not always, that end is to be financially free enough not to have to work and to be able to enjoy our money. In today’s episode I want to consider what you need to KNOW and what you need to DO as you enter retirement.

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Enjoy Your Money

Regular listeners will know that Season 5 of the podcast was titled The Great Transition, and we talked all about the different income options and how to invest in retirement, all that jazz.

Today I want to go past the mechanics of the transition itself and cover the important things to KNOW and DO when you have grooved into retirement a bit.

MeaningfulMoney Book

As a quick aside, if you want to help me spread the word about the MeaningfulMoney book when it arrives early next year, I can keep you informed if you click this link and add your name and email address to the form there – thanks so much!

Resources mentioned in this episode

Podcast: Advanced Investments

Website: Find a financial planner

Email address for sending your questions: lifestages@meaningfulmoney.tv

And, just click the mahoosive blue box below for this week's transcript:

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