If you’re just one year out from retirement, the planning phase should be behind you. This episode is all about shifting from prep mode to game day execution. Your income, healthcare, and lifestyle decisions should already be mapped out—now it’s time to focus on making it all happen. We’ll walk you through what the final stretch looks like, what not to stress about, and why midnight spreadsheet sessions are no longer the vibe. Let’s make this last lap count!

Timestamps:
1:02 Game day execution for retirement.
6:30 Retirement planning and purpose.
9:46 Retirement preparation and planning.

✅Contact Thatcher at thatcher@propathfinancial.com with comments and questions!

Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started

Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement

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DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.

Hi everyone, welcome back to your classroom. Today, we're diving into part two of our retirement countdown series, focusing on what you need to consider when you're five years out from retirement. If you missed the previous episode, we discussed the preparations needed when you're ten years out. Now, let’s get into the critical steps for the five-year mark.

Timestamps:
1:25 Retirement preparation timeline.
4:18 Retirement planning strategies.
9:14 Retirement planning five years out.

✅Contact Thatcher at thatcher@propathfinancial.com with comments and questions!

Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started

Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement

Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d

DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.

Most of my clients are over the age of 50, and I’ve noticed that as you get closer to retirement, your thought process evolves. Instead of one long discussion, I thought it would be more beneficial to break it down into manageable segments. This way, you can focus on the timeframe that’s most relevant to you.

In this first episode, we’ll talk about what you should be doing 10 years out from retirement. Next week, we’ll cover the 5-year mark, and the following week, we’ll discuss the final year before you retire.

Stay tuned for next week’s episode, where we’ll discuss what to focus on 5 years out from retirement. If you have any questions or want to learn more about financial planning, feel free to reach out to me at ProPathFinancial.com. See you next time!

Timestamps:

0:27 Preparing for retirement stages.

5:08 Retirement planning strategies.

9:57 Social Security and retirement planning.

12:05 Retirement preparation strategies.

✅Contact Thatcher at thatcher@propathfinancial.com with comments and questions!

Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started

Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement

Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d

DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.