Those final years leading up to retirement can be an incredibly exciting time but they can also stir up a little nervous energy. Have you done everything you need to? What should you be thinking about right now? In our latest podcast, we talked with Eric Hogarth, CFP® about the five years before retirement and what you need to do during that time.

 

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

• The small steps we take with a client who is preparing for that retirement day.
• Walking yourself through how much you plan to spend in retirement.
• Where’s the best place for you to live if your health care goes up?
• The common reasons we have to tell people they aren’t quite ready to retire.

 

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