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Knowledgeable Aging

Resources for the Aging Population

Income Planning – Pre-Retirement Check List

Here’s What You’ll Learn:

  • What is your personal retirement budget?
  • Do you know if your fixed expense costs will be covered?
  • Have you obtained a social security optimization report?
  • How can your investments produce income?

Listen to the Podcast

  • 2:49 – What keeps you up at night
  • 4:46 – Pre-retirement checklist
  • 7:01 – Budget for pre-retirement and post retirement
  • 9:05 – Assess your pre-retirement risks
  • 10:21 – How much your income will be derived by multiple sources
  • 13:26 – Know your critical retirement dates and deadlines
  • 15:55 – Estimate your healthcare expenses in retirement
  • 18:21 – Future income
  • 20:17 – Retirement and role of annuities
  • 22:43 – Update your estate plan
  • 24:12 – Make your future a reality
  • 28:10 – Questions
Jenevieve J. Lenz, MBA

Jenevieve is a dually licensed integrated financial wealth advisor. She is currently one of the leading planners with the largest independent financial firm in the Mid-Atlantic, First Financial Group.

As an advocate for her business clients and member of NAIFA (National Association of Insurance and Financial Advisors) she has been educating the public since her role as VP-Financial Consultant at Charles Schwab in 2008.   She is on the board of two small businesses, one in NY and one in Virginia.  She lives in Reston with her husband, two children and their rescue dog.

Jenevieve is passionate about sharing knowledge and “balance sheet”  protection with integrated tax optimization with professionals, entrepreneurs and business owners.

Learn More

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Knowledgeable Aging®, LLC 2022. The views, thoughts, and opinions expressed in this video are solely those of the speaker, and not necessarily those of Knowledgeable Aging®, LLC. or its employees, organization, committee(s) or other group or individual. The presented content does not provide or constitute medical, financial or legal advice. The content is for information purposes only. Viewing or listening to the content does not constitute a physician-patient, dentist-patient, fiduciary-client or attorney-client relationship.

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