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13 Financial Steps To Take Five Years Before You Retire

Rob Berger has a great Youtube channel, ideally for those who are closer to retirement than those at the beginning of their careers (as someone in the middle, I find a lot of value in the topics he covers), and here’s a good video for folks who are 5-10 years away from retirement.

13 Financial Steps To Take Five Years Before You Retire [Rob Berger]

It’s more than just a list of steps. They’re steps that that push you to think more about retirement and how you want to navigate it. For example, the first step is talking about retirement planning software like Boldin (formerly NewRetirement). But the step isn’t “use software,” but more discussing how to think about how you’ll navigate retirement and how a tool, in asking questions, pushes you to resolve those questions.

There are more tactical steps, like how are you creating a “retirement paycheck” out of your nest egg. All around good video for those nearing retirement and thinking about navigating that next stage. (could be useful for those IN retirement too I suppose)