In this episode, we dive deep into the critical steps you should take when you're about 5 years away from retirement. We'll explore comprehensive financial planning, investment strategies, and the often-overlooked emotional aspects of transitioning to retirement. From stress-testing your retirement plan to building adequate cash reserves, we cover essential strategies to help ensure a smooth transition into your retirement years.

Whether you're approaching retirement or helping someone who is, this episode provides actionable steps to make the transition as smooth as possible. We'll also discuss recent research on retirement satisfaction and strategies to avoid common pitfalls that many retirees face.

Resources

Retirement Blind Spots - Blog Article and Survey Report

Prevalence of Depression in Retirees: A Meta-Analysis

Graduation!: Retirement can be the best time in your life as you "graduate" into a better version of YOU. Awake to the possibilities! by Mike Finley

How to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine Benz

Episode 55 - Master these three things to change your life

(SAMHSA.gov)