Tips to Start Preparing for Retirement

Tips to Start Preparing for Retirement

The sand in the hourglass is dropping. Sooner or later, you’ll be retiring. Are you ready for it? What steps are you taking to get prepared? Robert Schulz a CFP and the author of Thoughts on Things Financial. He is also the founder and president of Schulz Wealth which was named on Investopedia’s list of 100 Top Financial Advisors in 2019 and 2017. And Rob is a Navy veteran. Rob shares lots of tips to help you start preparing for your retirement, right now. We also talk about ways to prepare for retirement even when life throws you some curveballs.

Thank You!

The Military Money Show is sponsored by Charles Schwab. Since 1973, Charles Schwab has been helping people achieve better financial outcomes for themselves and their families. You can learn more about Charles Schwab and the work they do at

Tips to Start Preparing for Retirement Episode Details

  • What happened when Rob asked his dad if they were rich
  • How to use “impact” hours or intentional focus to reach your goals
  • Becoming mindful of how you spend your time
  • Building in the time to focus on financial management
  • Marriage and money tips
  • Why insurance is critical for your retirement
  • The possibilities that come from removing financial worries
  • Why we have to prioritize to achieve our goals
  • The benefits of letting things go
More on retirement: Saving for Retirement with IRAs

Preparing for Retirement Resources

More resources: Budgeting & Money Management Basics

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