Retirement Answers

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 this 10 year window (the last 5 years of your career and the first 5 years of your retirement), is 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?👇🏼
☎️ Book a call with me
✉️ Email me: jacob.duke@appliedcapital.com

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Submit your question here: jacob@retirementanswers.net

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What is Retirement Answers?

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!