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The Retirement Checklist

  1. The Retirement Checklist Fred Saide 38:17

In Episode 160, Fred Saide discusses the nine crucial steps to consider for a smooth and fulfilling retirement. The checklist includes topics such as retirement savings, multiple streams of reliable income, minimizing debt, comprehensive health and long-term care coverage, proper planning for spending and enjoyment, inflation protection, effective estate planning, achieving financial independence, and ensuring low stress and peace of mind in retirement.

Reach Fred at 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.

After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.

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