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Listen "Your 5-Year Retirement Countdown: Key Steps to Take Now [Ep.175]"
Episode Synopsis
What are some steps you should be taking 5 years before your retirement?
This question sets the stage for an engaging episode with Larry Heller, CFP®, CDFA ®, where we delve into the crucial five-year countdown to retirement.
Larry emphasizes the importance of timely planning and actionable strategies to ensure a smooth shift into this new life phase. From building up cash reserves to maximizing 401(k) contributions, Larry walks us through a comprehensive guide tailored to those nearing retirement.
Larry covers topics such as:
Building cash reserves and why they’re crucial for a stable retirement [00:01:06]
Strategies to maximize your 401k contributions, especially for those over 50 [00:02:33]
Tax-efficient withdrawal strategies and their significance in your retirement plan [00:06:23]
The concept of a ‘Retirement Lifestyle Dry Run’ to mentally and financially prepare for life after work [00:10:34]
And more!
Connect with Larry Heller:
(631) 248-3600
Schedule a 20-Minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CDFA®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®
This question sets the stage for an engaging episode with Larry Heller, CFP®, CDFA ®, where we delve into the crucial five-year countdown to retirement.
Larry emphasizes the importance of timely planning and actionable strategies to ensure a smooth shift into this new life phase. From building up cash reserves to maximizing 401(k) contributions, Larry walks us through a comprehensive guide tailored to those nearing retirement.
Larry covers topics such as:
Building cash reserves and why they’re crucial for a stable retirement [00:01:06]
Strategies to maximize your 401k contributions, especially for those over 50 [00:02:33]
Tax-efficient withdrawal strategies and their significance in your retirement plan [00:06:23]
The concept of a ‘Retirement Lifestyle Dry Run’ to mentally and financially prepare for life after work [00:10:34]
And more!
Connect with Larry Heller:
(631) 248-3600
Schedule a 20-Minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CDFA®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®
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