Building a Roadmap for the Last Five Years Before Retiring
Retirement can seem straightforward when it's decades away—you split your paycheck between living expenses and 401(k) contributions and throw money at the problem. But once you're five years out, you need to plan more intentionally. If you want to retire early and smoothly, your mindset and action list have to shift.
In this episode, Sam Benson and Linwood Fraher break down exactly what to solve for in the critical retirement “red zone”, the five years before and after you quit working. They explain why the biggest expense shock isn’t world travel, but health insurance, with premiums that can…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.