What are some steps you should be taking 5 years before your retirement? 

This question sets the stage for an engaging episode with Larry Heller, CFP®, CDFA ®, where we delve into the crucial five-year countdown to retirement. 

Larry emphasizes the importance of timely planning and actionable strategies to ensure a smooth shift into this new life phase. From building up cash reserves to maximizing 401(k) contributions, Larry walks us through a comprehensive guide tailored to those nearing retirement.

Larry covers topics such as:

• Building cash reserves and why they’re crucial for a stable retirement [00:01:06]
• Strategies to maximize your 401k contributions, especially for those over 50 [00:02:33]
• Tax-efficient withdrawal strategies and their significance in your retirement plan [00:06:23]
• The concept of a ‘Retirement Lifestyle Dry Run’ to mentally and financially prepare for life after work [00:10:34]
• And more!

Connect with Larry Heller: 

• (631) 248-3600
• Schedule a 20-Minute Call
• Heller Wealth Management
• LinkedIn: Larry Heller, CFP®, CDFA®, CPA
• YouTube: Life Unlimited with Larry Heller, CFP®