Episode
Retirement Readiness: Tackling Debt and Taxes Before You Retire (Ep. 5)
- Podcast
- The Live Greater View
- Published
- May 21, 2026
- Duration seconds
- 1603
- Processing state
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Summary
Before you can plan for where you want to go, you must establish a clear baseline of your current financial health. Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the critical first steps of the ten-year countdown to retirement, focusing on the data and thought processes needed to set your baseline. Key Topics: Net Worth Calculation: How to organize diverse assets from 401(k)s and TSPs to real estate and business valuations.Debt & Liability Audit: Strategies for prio...