Mike continues his discussion of a recent Wall Street Journal Article asking if you are emotionally ready for retirement. Some more questions to ask yourself:
- Would I like to go part time or should I just quit “cold turkey”?
- Do I have things to fill my time like hobbies or volunteering?
- Do I have friends that aren’t connected to my job or to my partner?
- What role is my partner playing in this decision?
- Do my partner and I have similar ideas about traveling in retirement or where we are going to live?
He also answers some listener questions:
- When my annuity reaches its surrender period, should I renew or transfer to an IRA?
- Would you bypass a 401(k) and go straight to a Roth IRA?