Mike continues his discussion of a recent Wall Street Journal Article asking if you are emotionally ready for retirement. Some more questions to ask yourself:
Would I like to go part time or should I just quit “cold turkey”?
Do I have things to fill my time like hobbies or volunteering?
Do I have friends that aren’t connected to my job or to my partner?
What role is my partner playing in this decision?
Do my partner and I have similar ideas about traveling in retirement or where we are going to live?
He also answers some listener questions:
When my annuity reaches its surrender period, should I renew or transfer to an IRA?
Would you bypass a 401(k) and go straight to a Roth IRA?
Though Mike Miller is an employee of Ronald Blue Trust, Talking Money® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.
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