Last 5, First 5: The Most Important Years
Jacob Duke, CFP® Jacob Duke, CFP®
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 Published On Jan 16, 2024

I've had this concept in my mind lately and wanted to share it with you. It's not groundbreaking or innovative. It's a simple concept that I have labeled "Last 5, First 5". It's the idea that the last 5 years of your career and the first 5 years of your retirement are the most important to get right in your retirement journey.

If you don't get things right in the Last 5, First 5, a successful retirement could be in doubt... Hopefully, this episode encourages you to start preparing for retirement sooner and make sure you execute the plan in the early years of retirement.

Want help with your retirement plan?👇🏼
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#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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