The Capitalist Investor Episode 345
In this episode of The Capitalist Investor, Tony and Derek continue their 10-step roadmap to retirement success. If you’re in your mid-50s and want to retire within the next decade—without changing your lifestyle—these final five tips are essential.
Learn how to: 00:00 – Intro: Continuing the 10-Tip Retirement Plan 01:28 – Protect Against Inflation 04:48 – Nail Down Healthcare Coverage (and Max Out Your HSA) 07:02 – Don’t Neglect Insurance (Life, Disability & LTC) 09:40 – Stress-Test Your Retirement Plan 12:35 – Build the Retirement You Actually Want (Bucket List, Gifting, Roth Conversions) 15:28 – Closing Thoughts & How to Connect