12 Steps to Retire Smarter: The Pre-Retirement Playbook for Your 50s and 60s

Are you ready to retire—or just hoping you're on track? This week on Understanding Money with the Noles Group, Matt McClure is joined by Parker, Tyler, and Chandler Noles, along with Jack Rivers, to tackle one of the most critical questions facing pre-retirees: How do I actually get ready to retire in the next 5 to 10 years? They walk through a comprehensive 12-step pre-retirement checklist designed especially for those in their 50s and 60s. From catch-up contributions and tax planning to budgeting, long-term care, and forgotten 401(k)s, this episode is packed with the guidance you need to navigate the retirement red zone with confidence. Plus, market updates, thoughts on the latest Social Security COLA projections, and a candid conversation about the emotional and financial realities of retirement. Schedule your free consultation today at TheNolesGroup.com or call 205-602-5065.