If you are 50 to 65, this is the conversation to have.
When to retire. When to take Social Security. When to enroll in Medicare. These are the decisions that matter most in the years leading up to retirement, and there is no better time to get clarity than now.
Who this is for
Anyone approaching or already in retirement who wants a plain answer to the question: am I actually on track? Most of Chad’s existing clients are already retired, which means he has spent years helping people make this exact transition.
What Clients Bring to This Conversation
- Not knowing whether they are truly on track for retirement
- Fear of making a costly, irreversible mistake
- Feeling unprepared for the unexpected
- Uncertainty about Social Security and Medicare timing
My favorite part of being a financial advisor is providing clarity. I see the light bulbs go on when they realize they can retire, and were thinking they weren’t on track.
Chad Kasper,
Founder, Kasper Wealth Management
Retirement Timing Questions We Hear Often
When should I take Social Security?
How do I know if I'm on track to retire?
When should I enroll in Medicare?
Medicare enrollment has specific windows tied to your 65th birthday and, in some cases, your employment status. Missing these windows can affect your coverage and cost, so this is worth reviewing well ahead of time as part of your retirement timeline.
Do I need long-term care insurance?
It depends on your health, family history, assets, and what you want your plan to protect against. This is a common concern in the years leading up to retirement and is worth reviewing as one piece of a full financial plan.
What's the biggest mistake people make when planning for retirement?
Comparing their retirement plan to a friend’s or family member’s. Every plan is different because every person’s goals, assets, and timeline are different. What works for someone else’s retirement is not necessarily right for yours.
Relevant Services
Boeing pension or WA state system, fluent in both.
Planning
Know where your income is coming from before you stop working.
Planning
Not a budget. A plan for your actual life.