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CBS 4 Your Money: Itching to Retire Checklist

Bruce Helmer

4 minutes

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In this segment of CBS 4 Your Money, Bruce Helmer shares five things to consider before you set your retirement date.

  1. Review where you are relative your retirement goals.
  2. Be clear-eyed about your health.
  3. Get your portfolio “tax-ready.”
  4. Work towards becoming debt-free.
  5. Think about Social Security eligibility.
Head shot of Bruce Helmer

Co-Founder, Financial Advisor and Author, Speaker and Host of the Your Money Radio Show

Eden Prairie, MN

Bruce has been in the financial services industry since 1983 and is one of the founders of Wealth Enhancement Group. Since 1997, he has hosted the “Your Money” radio show, a weekly program that focuses on delivering financial advice in a straightforward, jargon-free manner. Bruce also joins the "Mid-Morning" crew on WCCO-TV each Tuesday morning to discuss relevant, consumer driven topics.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.