If you are planning to retire in the next five years, the decisions you make now can have a major impact on how smooth your transition feels. In this video, I walk through the key steps that help people retire with more clarity and confidence.
I start with defining what you want life to look like once the paycheck stops. From there, I cover how to design your lifestyle, build a reliable income plan, understand your income gap, and use the low income years between leaving work and starting Social Security or required minimum distributions to make smart tax decisions.
I also explain how to protect your plan from market risk, how to prepare for health care and Medicare, and why your strategy needs to stay flexible as life and tax laws change.
If you want a clear and practical framework for the final years before retirement, this video will give you a helpful roadmap to follow.
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