• Email Contact@BocaRetirement.com
  • Phone (413) 358-1176
Ti-facebook Social_youtube
FREE ASSESSMENT

Your Essential Retirement Checklist: Simplify Your Path to a Stress-Free Retirement

  • Home
  • Videos
  • Your Essential Retirement Checklist: Simplify Your Path to a Stress-Free Retirement
SCHEDULE A MEETING
SUBSCRIBE TO VIDEOS

TRANSCRIPT:

Done working? Check. Money saved up? Check. What else goes on your retirement checklist?

Hi, I’m Hunter Brockway, founder of Boca Retirement Strategies, here to guide you to a successful, stress-free retirement while spending more and avoiding being killed in taxes. Let’s walk down a simple checklist of items to get you retirement ready.

Number one: What are your goals? You can’t build a plan without knowing what direction to point the bus. Retire to something, not from something. Tell me about your first fun activity of retirement.

Number two: What will you be doing for health care? If you’re signing up for Medicare, evaluate filling out the Medicare Life Changing Event form to avoid paying excess and IRMA fees.

Number three: Review your beneficiaries and estate plan.

Number four: Update your retirement income guardrails.

Number five: Roll over your workplace retirement accounts. Pro tip: make sure you’ve received your final paycheck and employer plan contributions.

Number six: Establish withdrawal frequencies.

Number seven: Establish tax withholding amounts for portfolio withdrawals and Social Security benefits. Will you be working through part of the calendar year? Is there any tax planning we can do with that? Are there other tax planning opportunities, income brackets to fill, Roth conversions to make?

Review and confirm your Social Security claiming strategy. Review your life insurance. Do you have any remaining debt that was not part of your retirement income plan?

Take action. Check each item off.

If you’re about to retire, subscribe to our YouTube channel. And if you have any financial questions, you can email them to contact@bocaretirement.com. I’m Hunter Brockway, founder of Boca Retirement Strategies. Enjoy your successful retirement, and thank you for watching. Bye.

For more information, fill in the pop-up, and we’ll build you a plan tailored to your unique, specific situation at no cost or obligation. If for some reason that pop-up doesn’t show for you, or if you click out of it, no worries. Just send us an email at contact@bocaretirement.com. Again, that’s no cost, no obligation. We’ll put together a simplified plan to help you take the next steps toward a successful, stress-free retirement with more money and fewer taxes.

Download Our Workbook

We’ve put together a comprehensive workbook that walks through the ten most critical areas of retirement planning. After years of working with retirees and pre-retirees: there’s almost always at least one area they haven’t fully considered.

Maybe it’s understanding how much they can actually spend without running out of money. Maybe it’s realizing that their tax bill in retirement might be higher than they expect. Or maybe it’s discovering they could be leaving six figures on the table with their Social Security strategy.The workbook includes reflection questions, real case studies, and specific action steps you can take. It’s designed to help you identify where you’re on track and where you might need to focus more attention.

There’s no cost, no obligation, and no pressure. Just practical information to help you make better decisions about the retirement you’ve worked so hard for.

This field is for validation purposes and should be left unchanged.