Listen "Steps to Take if You’re 5 to 10 Years From Retirement"
Episode Synopsis
This week on the Smart Money Questions podcast, Matt Hausman tackles the big question: Will you be okay after retirement? With a blend of financial expertise and real-life examples, we’ll share a Wall Street Journal article outlining the financial mistakes to avoid as you get within five or ten years of retirement.
Here’s some of what we discuss in this episode:
You always want to have cash on hand because unexpected expenses can pop up at any time.
Maximize your retirement contributions to what your budget allows.
Understand your Social Security options, especially if you are married.
There’s good debt and bad debt, but don’t take on unnecessary debt.
You shouldn’t be investing your money as if you’re 25 or 30.
Pay attention to what you’re spending on children and grandchildren.
Want to contact us?
Website - https://smartmoneyquestions.com/
Email - [email protected]
Set up a time to talk – http://SpeakWithMatt.com
Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/
Here’s some of what we discuss in this episode:
You always want to have cash on hand because unexpected expenses can pop up at any time.
Maximize your retirement contributions to what your budget allows.
Understand your Social Security options, especially if you are married.
There’s good debt and bad debt, but don’t take on unnecessary debt.
You shouldn’t be investing your money as if you’re 25 or 30.
Pay attention to what you’re spending on children and grandchildren.
Want to contact us?
Website - https://smartmoneyquestions.com/
Email - [email protected]
Set up a time to talk – http://SpeakWithMatt.com
Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/
More episodes of the podcast Smart Money Questions
The Smart 2025 Year-End Money Review
20/11/2025
The Hidden Power of Tax Diversification
16/10/2025
How Much Should I Be Saving?
11/09/2025
What Are You Saving For?
21/08/2025
Savings Strategies and Tax Refunds
13/02/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.