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Do This 5 Years Before Retirement

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Manage episode 502541554 series 3618191
Content provided by Keith Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Two people, same age and income, but very different retirement outcomes—what made the difference? It wasn’t luck—it was strategy. In this video, I break down the five essential moves to make in the final five years before retirement. From maximizing savings and designing a steady income plan, to shielding yourself from market dips, optimizing taxes, and envisioning your ideal lifestyle—this is your blueprint to retire confidently and on your own terms. Don’t let indecision or poor planning derail your future. Listen to this episode to take control of your retirement game plan.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 502541554 series 3618191
Content provided by Keith Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Two people, same age and income, but very different retirement outcomes—what made the difference? It wasn’t luck—it was strategy. In this video, I break down the five essential moves to make in the final five years before retirement. From maximizing savings and designing a steady income plan, to shielding yourself from market dips, optimizing taxes, and envisioning your ideal lifestyle—this is your blueprint to retire confidently and on your own terms. Don’t let indecision or poor planning derail your future. Listen to this episode to take control of your retirement game plan.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...

  continue reading

39 episodes

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