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Things To Consider If You Are 5 - 10 Years Away From Retirement

| October 15, 2019


Retirement is the most enjoyable part of your life or at least it's supposed to be.

Have you thought through all the items you need to have in order before you jump into retirement? 

Have you done your planning?

If you have, fantastic! If you haven't, we are here to help!

In this video I walk you through our general checklist of things you need to consider before retiring. This is the first week in our retirement series where we will cover the entire list. For the next several weeks I will dive deeper into each of the individual topics. Make sure you download The Ultimate Pre-Retirement Worksheet & Checklist to confirm you are taking the necessary steps to retire happy.

I am fortunate enough to work with hundreds and hundreds of retirees every year and get to learn from their experiences. You only get one retirement to experience, so I want to share the stories and insights I acquire to help make yours the best.