The Prelude:

If you’re heading out on a road trip, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist. 

The Bass Lines:

• [3:48] – An Old Life Insurance Policy

• [6:21] – Outdated Will or Estate Plan

• [8:36] – Old Social Security Statements (ssa.gov/myaccount)

The host: John Stillman – Contact – Book – Call: 919-391-3446