The 5-Year Retirement Countdown

The 5 years before retirement are a critical period. The biggest mistakes usually happen right before the finish line: income isn’t mapped out yet healthcare gets guessed instead of planned taxes surprise people in the first 10 years Retirement isn’t about how much you have. It’s about how much you need — and how long you need it to last. That’s why the last 5 years matter so much. Learn more here: The Second Half, Done Right Podcast | Wheelhouse Advisory Group Chapters 00:00 Introduction to the importance of the five-year window 02:29 Why the last five years before retirement are critical 04:12 Key decisions: healthcare, taxes, and income sources 06:39 Determining your ideal retirement date 09:16 Building a comprehensive retirement plan 12:22 Common reasons for changing retirement plans 14:30 Underestimating expenses and healthcare costs 17:00 The impact of unexpected events on retirement timing 18:39 Final thoughts and resources for planning #RetirementPlanning #FinancialAdvice #RetirementTransition #InvestmentStrategies #Healthcare #TaxPlanning #IncomeManagement