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The Retirement Trainer

Dec 17, 2021

If you think back to where you were a year ago, you were probably excited for life to get back to some kind of normal. As we have come to find out, this year proved to be full of surprises with ongoing labor shortages, disrupted supply chains, and high inflation.

With that in mind, we know we can’t predict the future–but we can help you create a plan to weather the coming storm and achieve your goals, no matter what happens in the world.

Today’s episode is all about what needs to go on your financial checklist by December 31st, 2021, and what to look out for going into the new year.

In this podcast interview, you’ll learn: 

  • Why simply having some investments or assets is not a financial plan.
  • The questions retirees and the soon-to-be-retired should be asking themselves right now.
  • How to prepare for the upcoming changes to income taxes.
  • The core components of a successful financial plan.
  • What to consider to max out your Social Security.

To get access to today's show notes, including links to all the resources mentioned, visit

How Fit Is Your Retirement Plan? 

We can help you manage your finances so you can pursue your goals. To learn more, visit