5 Things To Do 5 Years Before Retirement

5 Things To Do 5 Years Before Retirement.
Retirement Planning in your 50s and 60s.
-Dave Zoller, CFP®

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Doing these five things is going to help you get set up the right way for your future retirement. So if you're thinking that you might be five years out, or even if you might be a little bit closer, this can be helpful for you.
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#retirement #howmuchtoretire #retirementplanning

MUSIC:
Sons and Daughters-Nickolas Jones
Subway Dreams- Dan Henig

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Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

[billtruttschel]

1. Know WHY you're retiring
2. Know your monthly expenses
3. Research health care options
4. Get organized on future income sources and assets
5. Track your net worth

[blmartin]

I have been reading and researching retirement books, blogs, podcasts, YouTube and my own retirement resource center. Your YouTube channel and resources have been the best I have come across. I am trying out all of your free resources and easily understanding the concise information. Some of the retirement resources out there are like swimming through mud to understand. They have tons of difficult pages to read and download. Also, having a purpose in retirement is very important to my husband and myself. Thank you for addressing that important first step of retirement.

[billgrant]

In retirement, I'm going to get back into woodworking. Was a hobby years ago. Already setting up my shop. If anyone is ever looking for me, I'll be the old guy in his woodshop.

[tomcorridan]

Retirement is within the next few years...I did like the concept of partial retirement....being that I dont like to be stationary

[canyonoverlook]

What will I be able to do in retirement that I can't do now? Not work and put up with all the nonsense at work. That is enough.

[markbrown]

Sir, this is a great video. Thank you.

[ASMRMoneyMentor]

Love your content and useful information!

[sfcrmsa]

People that say they would be lost or bored in retirement are those who never worked a hard day in their lives. I have been a ‘Blue Collar Worker” all my careers. Just crossing the threshold, I will be fully retired at 59.5 yrs. then collect my Social Security at age 62. Make your money work for you, not you work for the money. I will poll the retiree’s on my block as they sit around when I am driving to work how they feel about retirement, I already know the answer.

[midlife_minimalist]

Great info but music really made it hard to hear you

[vschee]

I'm currently living in Malaysia due to job rotation. But i still have my 401K in US. How to deal with this ?

[azteca]

If I knew then, what I know now. Things would be financially different...

[susanharkema]

Hi Dave: Nice video. Looks like the How to Find Your Purpose in Retirement download button isn't working for me...just opens png of cover. Thanks.

[cantoncardcollector]

Do you have any recommendations on how to allocate funds in a 457 plan 5 years before retirement. Should I still be aggressive or should I be moderate or start putting more into bonds?

[nickpower-fjbu]

I may work for income after I retire but I will no longer be a wage slave. That is enough.