For executives, retirement rarely happens in a straight line. You step away from a high-income role… but you’re not 65 yet. Your paycheck and your employer-based healthcare coverage stops, but Medicare hasn’t started. Suddenly you’re exposed. This gap, typically between ages 55 and 65, is what I call the “Executive Healthcare Bridge”.

For restaurant industry executives, owners, multi-unit operators, general managers, or senior leaders, approaching retirement in your late 50s or early 60s is a pivotal moment. Here’s a checklist to get you started.

For restaurant industry executives, owners, multi-unit operators, general managers, or senior leaders, approaching retirement in your late 50s or early 60s is a pivotal moment. Here’s a checklist to get you started.

What documents do you need for RMD planning? A Celebration, FL CFP® explains the 5 essential documents for required minimum distributions.

Restaurant owners should review 6 key financial areas in January: (1) last year's true profitability, (2) owner pay and cash flow stability, (3) tax strategy and estimated payments, (4) debt and interest exposure, (5) risk management and insurance coverage, and (6) long term personal financial goals including retirement and exit planning.

Discover the 5 most common financial blind spots restaurant owners face. CFP ® in Celebration FL serving Florida restaurant industry professionals.

How to choose a financial advisor.

A series about the 6 key things to consider before you retire: The other things you may have not considered.

A series about the 6 key things to consider before you retire: Long-Term Planning.

A series about the 6 key things to consider before you retire: Tax Planning.

A series about the 6 key things to consider before you retire: Asset & Debt Planning.

A series about the 6 key things to consider before you retire: Healthcare and Insurance Planning.

A series about the 6 key things to consider before you retire: Cash Flow Planning.

The lessons I learned in the restaurant industry shaped how I guide my financial planning clients today.

I believe that model is broken, and it puts unnecessary barriers in front of people who are ready to take control of their finances.

I’m excited to introduce Prosperity Financial Planning. Gain financial clarity, confidence and freedom.