Getting Ready to Retire

Are you about 10 years or so from retirement? It's time to start getting real about your future! At Mahler Wealth Management, we understand that retirement isn't the end—it's just the beginning of a new chapter. In this video we delve into the essential components of retirement planning, from deciding when to take Social Security to preparing for healthcare costs and navigating the emotional side of retirement.

First things first: before you turn in that retirement notice, let's talk! Retirement isn't just about kicking back and relaxing—it's about strategically managing your finances for the long haul. Our team will help you explore proactive tax strategies like Roth conversions and help ensure you're taking your required minimum distributions (RMDs) in the most tax-efficient way possible.

But retirement planning goes beyond the numbers—it's about being emotionally prepared too. We'll help you navigate the psychological side of retirement, from finding purpose in your newfound freedom to preparing for the big identity shift that comes with leaving the workforce.

So, whether you're crunching numbers or soul-searching, reach out to Mahler Wealth Management today. Let's plan for your next chapter with confidence and clarity, so you can focus on living your best life in retirement.