Avoid These Four Mistakes in the Run-Up to Retirement

Retirement isn't just a financial transition - it's a life transition. On this episode of the Retire Your Way with ILG Financial Podcast, Chase breaks down four common mistakes people make in the critical 5–7 years leading up to retirement—and how to avoid them. From losing a sense of purpose after leaving the workforce to underestimating healthcare costs, this conversation highlights the real-world challenges retirees face beyond just the numbers. You'll also learn why having a stress-tested financial plan matters, how to prepare for the emotional side of retirement, and what steps you can take now to build a more fulfilling and sustainable future. If you're approaching retirement, this episode offers practical insights to help you plan with confidence, avoid costly missteps, and make the transition on your terms.