5 Retirement Milestones To Do Before 50 episode artwork

EPISODE · Aug 6, 2026 · 36 MIN

5 Retirement Milestones To Do Before 50

from America's Wealth Management Show · host America's Wealth Management Show

Get your Modern Confidence Score:  https://bit.ly/4fSPzdD Meet with us: https://bit.ly/4w6hdtx  Education center:  https://bit.ly/3RMjJr1 33% of workers have more credit card debt than retirement savings. Discover the 4 critical financial milestones to hit before turning age 50. Video Chapters: 0:00 - Introduction: 33% of workers have more credit card debt than retirement savings? 1:14 - Welcome to America's Wealth Management Show 2:18 - Milestone 1: Build a Retirement Savings Foundation 7:12 - Milestone 2: Eliminate High Interest Debt 12:06 - Milestone 3: Establish an Emergency Fund 13:01 - Milestone 4: Create a Comprehensive Investment Strategy 17:38 - Milestone 5: Develop a Clear Retirement Income Plan. 22:20 - Hosts Discuss Video: 3 Problems With Retiring Early by @HowToRetire 33:30 - Hosts discuss mindset shifts in retirement from r/retirement subreddit Send us a questions to be featured on the show at: [email protected]  For more educational content visit: https://www.youtube.com/@MeetModernWealth  Check out our other videos: https://youtu.be/BdM-15mxEDM?si=D7AftiJLLwiyPU0f  https://youtu.be/O-nGasrm5HE?si=Mup8P2NTi13R9-2Q  https://youtu.be/BL2pmLI8dRw  Sources: https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire   https://youtube.com/shorts/W2YrEpReHro?si=6nwjysaynlKxHeZi   https://fred.stlouisfed.org/series/TERMCBCCALLNS  https://www.schroders.com/en-us/us/institutional/media-center/to-retire-comfortably-plan-participants-say-they-need-1-2-million/  https://www.reddit.com/r/retirement/comments/1udx5t5/seems_like_a_blessed_life_but_its_just_tuesday/   ______ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser.  The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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5 Retirement Milestones To Do Before 50

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