ABOUT THE GUESTS

Peter Keller
ABOUT Peter

Retirement can be an exciting time in someone’s life, but are you financially ready to retire? Do you have enough money saved up to quit your job and retire? When it comes to knowing how much money is needed to retire, far too many people aren’t prepared. Financial experts Joe Anderson and Alan Clopine break […]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

Retirement can be an exciting time in someone’s life, but are you financially ready to retire? Do you have enough money saved up to quit your job and retire? When it comes to knowing how much money is needed to retire, far too many people aren’t prepared. Financial experts Joe Anderson and Alan Clopine break […]

Alan Clopine
ABOUT Alan

Retirement can be an exciting time in someone’s life, but are you financially ready to retire? Do you have enough money saved up to quit your job and retire? When it comes to knowing how much money is needed to retire, far too many people aren’t prepared. Financial experts Joe Anderson and Alan Clopine break […]

Retirement can be an exciting time in someone’s life, but are you financially ready to retire? Do you have enough money saved up to quit your job and retire? When it comes to knowing how much money is needed to retire, far too many people aren’t prepared.

Financial experts Joe Anderson and Alan Clopine break down what you need to be doing to save for retirement with their 365-day countdown to retirement.

Special guest, Peter Keller, CFP®, AIF® from Pure Financial Advisors, explains what you can control when it comes to investing and what elements should you look at when creating your retirement action plan.

Important Points:

(00:43) – What are Your Retirement Savings?

(01:44) – How Much Do You Need to Save to Retire?

(02:45) – Things to Consider Before Retirement: Assess Your Readiness, Develop an Action Plan, Work Your Plan

(03:30) – Retirement Savings Targets

(05:28) – Spending in Retirement: Breaking Down Your Expenses

(07:15) – Retirement Income Sources

(08:55) – Retirement Calculator – Download Here.

(11:10) – Retire with Confidence: Write Out Your Action Plan for Retirement

(12:05) – Retirement Investing

(14:00) – Key Elements That Should Be in Your Retirement Action Plan: Financial Considerations, Timing, Non-Financial Considerations

(15:46) – Ways to Increase Income in Retirement: Working Longer, Delaying Social Security, Working Part-Time, Downsizing Your Home

(18:53) – Paying for Life Insurance into Retirement

(19:47) – Roth IRA Contributions

(21:27) – Countdown to Retirement

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