19 - “Retirement Readiness Checklist: Income, Taxes, Healthcare & Lifestyle Planning
Your Retirement Blueprint with Michael by Greywell Wealth Group
E19
Dec 14, 2025
08:59
Episode notes
Discover how to know if you’re truly ready to retire. In this episode, Certified Financial Planner Michael breaks down the essentials of retirement planning — from defining your lifestyle vision and maximizing Social Security benefits to managing healthcare costs, taxes, and investment strategies. Learn how to avoid costly mistakes with RMDs, create a tax‑efficient withdrawal plan, and prepare for longevity risk. Whether you’re 10–15 years away or approaching retirement now, this guide will help you build confidence, clarity, and a secure financial future.
Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
Keywords
retirement planning
financial advisor
certified financial planner
investing
fiduciary
financial plan
financial coaching
brokerage account
tax planning
tax strategy
estate planning
social security
budgeting
college planning
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