You’re 64—Now What? Action Steps as You Prepare for Retirement

Are you 64 and dreaming about retirement? In this episode of Retiring Today, we explore some of the important decisions many people face at age 64. From Medicare options and Social Security timing to income planning and long-term tax strategies, we talk about how looking ahead can help you feel more prepared for retirement.

Using a hypothetical example, Clint shows how decisions made today around Social Security timing, pension choices, and spending assumptions can have lead to very different outcomes. Whether retirement is a year away or still a few years out, there are steps you can take today that may help you feel more confident as you move closer to retirement.

Chapters
00:00 Introduction
00:50 Mindset and Worries
02:42 Hypothetical Example
11:45 RMDs effecting taxes and Medicare
20:05 Recap of Jill's Action Steps
24:50 Test Drive Your Budget
25:38 Sign Up For The Journey To Retirement Workshop
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Loren Merkle
CFP®, RICP®, Certified Financial Fiduciary®
https://merkleretirementplanning.com/...

Clint Huntrods
Certified Financial Fiduciary®, PhD
https://merkleretirementplanning.com/...

Molly Nelson
Host of Retiring Today with Loren Merkle
https://merkleretirementplanning.com/...
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