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CBS 4 Your Money: Itching to Retire Checklist

Bruce Helmer

08/16/2022

4 minutes

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

Review where you are relative your retirement goals.
Be clear-eyed about your health.
Get your portfolio “tax-ready.”
Work towards becoming debt-free.
Think about Social Security eligibility.

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.