Every January, people focus on getting back in shape, but what about their finances? In this episode, Nick and Jake walk through six practical steps to improving your financial fitness as retirement approaches. The conversation reframes what it really means to be "financially fit" and offers tips on a clear path forward. Tune in if you're looking for a smarter reset and a more confident way to start 2026.

Here's what we discuss in this episode:

🧠 Mindset Shift: Redefining financial success

📂 Consult Prep: What to bring and why for best results

🧩 Fund Segmentation: Giving each dollar a job

⚠️ Client Concerns: Addressing fear and uncertainty

💵 Income Planning: How you'll replace your paycheck

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