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Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
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Ep 96 | Retirement 101: The Essential Steps to Estimate Your Retirement Budget
Manage episode 463585510 series 3568591
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In part three of the Retirement 101 series, the focus is on creating an estimated retirement budget. The episode guides listeners through important steps such as identifying recurring expenses, recognizing what costs will decrease post-retirement, and planning for new expenses like medical premiums.
It also explains how to calculate your annual expenses and retirement savings gap. The importance of consistent retirement savings and strategies for auditing and simplifying current expenses to better align with retirement goals are discussed.
00:58 Recap of Parts One and Two
01:49 Preparing for Retirement: 2-3 Years Out
02:16 Creating an Estimated Retirement Budget
03:06 Understanding and Adjusting Expenses
08:01 Estimating Retirement Income
09:04 Defining Your Retirement Savings Gap
13:32 Strategies for Closing the Savings Gap
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