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302. What should I do five years before I retire?
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Retirement isn’t just a finish line, it’s a brand new chapter. In this episode of A Wiser Retirement® Podcast, Casey Smith and Financial Advisor Michaela Dowdy outline eight key things you should focus on starting five years before retirement. While more time is always better, the 3–5 year mark is when many people get serious. Here's how to make the most of it.
Related Podcast Episodes:
- Ep 276: How to Make Sure You're Ready for Retirement
- Ep 245: Strategies for Early Retirement and Long-Term Security
Related YouTube Videos:
- Investing for Income vs Growth in Retirement: Finding the Balance
- The 4% Rule in Retirement Isn’t for Everyone
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
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- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Learning to Live in Retirement (00:00:00)
2. Defining Your Retirement Vision (00:06:36)
3. Building Social Networks After Work (00:14:51)
4. Test Driving Your Retirement Lifestyle (00:19:55)
5. Healthcare and Decluttering for Simplicity (00:20:46)
6. Creating Your Bucket List and Legacy (00:23:38)
7. Final Thoughts and Recommendations (00:33:44)
303 episodes
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