Nov. 12, 2025

21 Things to Do Before You Retire (Part 2)

Show Notes

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In this episode of The Personal Finance Podcast, Andrew continues with Part 2 of 21 Things to Do Before You Retire revealing 11 more critical milestones most people miss including building a healthcare plan to protect against rising medical costs, creating a 2-3 year cash buffer to survive market crashes, entering retirement debt-free for maximum flexibility, maxing out your HSA for triple tax-advantaged savings, stress-testing your retirement number against inflation and longevity, developing a housing strategy that fits your lifestyle and budget, building guaranteed income beyond Social Security, creating an estate plan to protect your family, planning for Required Minimum Distributions to minimize taxes, and designing a phased retirement to work on your terms, giving you the complete playbook to retire with security and control.

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