RBS 184: 13 Must-Do Financial Steps To Take Five Years Before You Retire

from The Rob Berger Show · host Rob Berger

With five years to go before retirement, there are several steps you can and should take to prepare. In this video, I'll cover 13 things to consider as your retirement date draws closer.Resources mentioned:Boldin: https://go.robberger.com/new-retireme...Tiller: https://go.robberger.com/tiller/yt-5-...Rocket Money: https://go.robberger.com/rocket-money...Lunch Money: https://go.robberger.com/lunch-money/...Vanguard Asset Allocation: https://investor.vanguard.com/investo...Open Social Security: https://opensocialsecurity.com/Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

What this episode covers

With five years to go before retirement, there are several steps you can and should take to prepare. In this video, I'll cover 13 things to consider as your retirement date draws closer. Resources mentioned: Boldin: https://go.robberger.com/new-retireme... Tiller: https://go.robberger.com/tiller/yt-5-... Rocket Money: https://go.robberger.com/rocket-money... Lunch Money: https://go.robberger.com/lunch-money/... Vanguard Asset Allocation: https://investor.vanguard.com/investo... Open Social ...

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RBS 184: 13 Must-Do Financial Steps To Take Five Years Before You Retire

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This episode was published on January 10, 2025.

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