6 Things I’d Do Before Retiring w/ $1M+ Saved

I’m Jonathan Bird, Certified Financial Planner® and founder of Farnam Financial, and I’m here to share six key steps to help you prepare for a smooth and successful retirement. From planning your health care and finances to addressing long-term care, getting your portfolio retirement-ready, managing taxes, and updating your estate plan, I’ll guide you through it all. Let’s get your retirement on track and set you up for the next chapter with confidence!

00:00 Plan for health care and choose your insurer
01:39 Create a financial plan for retirement goals
02:55 Discuss long-term care needs and costs
04:05 Make your portfolio retirement-ready
05:48 Create a tax plan for retirement
07:44 Update and communicate your estate plan
10:28 Closing: Take charge of your retirement

To learn more about how Farnam Financial can help you, visit us at www.farnamfinancial.com or call us at 602-603-4000.

Farnam Financial, LLC is a RIA (Registered Investment Advisor). All content is educational-only. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.