How Money Works

The 10-Year Retirement Countdown: Ages 55โ€“65


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The decade between 55 and 65 is one of the most critical stretches in your financial life. It's the runway leading into retirement, and the choices you make in these years can set the tone for the decades that follow. In this episode, Craig and Jennifer break down the key decisions that every pre-retiree needs to think about before taking the leap.

Today, you'll hear how to decide what really matters in retirement, why "knowing your numbers" is more important than ever, and how healthcare costs often surprise people who assume Medicare will cover everything. This decade is one where most people start getting serious about retirement and we want to make sure you know where to focus. We won't sugarcoat the fact that there's a lot to plan for, but we'll also offer a clear process that helps you step into retirement with confidence.

Here's some of what we discuss in this episode:

๐ŸŽฏ Decide what matters most before you retire

๐Ÿ“Š Know your numbers: income, expenses, and gaps

๐Ÿฅ Prepare for healthcare and long-term care costs

๐Ÿ“ˆ Build inflation into your plan so your lifestyle keeps up

๐Ÿ”„ Expect change and create flexibility in your retirement strategy

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

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How Money WorksBy Craig Moser


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