
Sign up to save your podcasts
Or


I've had this concept in my mind lately and wanted to share it with you. It's not groundbreaking or innovative. It's a simple concept that I have labeled "Last 5, First 5". It's the idea that this 10 year window (the last 5 years of your career and the first 5 years of your retirement), is the most important to get right in your retirement journey.
If you don't get things right in the Last 5, First 5, a successful retirement could be in doubt... Hopefully, this episode encourages you to start preparing for retirement sooner and make sure you execute the plan in the early years of retirement.
Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]
My YouTube Channel
Submit your question here: [email protected]
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
By Jacob Duke, CFP®4.9
9898 ratings
I've had this concept in my mind lately and wanted to share it with you. It's not groundbreaking or innovative. It's a simple concept that I have labeled "Last 5, First 5". It's the idea that this 10 year window (the last 5 years of your career and the first 5 years of your retirement), is the most important to get right in your retirement journey.
If you don't get things right in the Last 5, First 5, a successful retirement could be in doubt... Hopefully, this episode encourages you to start preparing for retirement sooner and make sure you execute the plan in the early years of retirement.
Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]
My YouTube Channel
Submit your question here: [email protected]
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

455 Listeners

808 Listeners

1,315 Listeners

452 Listeners

521 Listeners

754 Listeners

539 Listeners

671 Listeners

199 Listeners

582 Listeners

810 Listeners

188 Listeners

39 Listeners

864 Listeners

170 Listeners