The Retirement Ready IQ Test | Wealth Builders | Ep. 22

In this episode of Wealth Builders, Anthony Cangemi of Crescent City Retirement Group walks through a practical Retirement Ready IQ Test designed to help retirees and pre-retirees evaluate how prepared they really are for retirement. Anthony and co-host Tony Shore discuss key questions around retirement income, written planning, market risk, health care costs, tax-efficient withdrawals, Social Security decisions, risk tolerance, investment timelines, and legacy planning. The conversation also highlights why planning ahead can help create more confidence, protect against common retirement surprises, and support a smoother transition into the next stage of life. Timestamps: 00:02 - Welcome and episode setup 04:39 - The Retirement Ready IQ Test 05:25 - Estimating retirement income needs 10:18 - Why a written plan matters 13:28 - Making savings last 15:12 - Market risk in retirement 18:37 - Health care and long-term care costs 21:12 - Tax-efficient withdrawal planning 23:16 - Social Security and risk tolerance 26:18 - Investment timelines and legacy planning 28:53 - How to get the Retirement Ready IQ Test Call us at 504-828-2171 or visit www.crescentcityretirement.com to schedule your consultation today! #retirement #RetirementPlanning #FinancialPlanning #Investing #PersonalFinance #louisiana #metairie #houma #batonrouge #mandeville #northshore