If You're Retiring in 12 Months, Do These 8 Things Now

➡️ Get your custom retirement strategy - https://definingwealth.com/book-an-ex... ============================= So the countdown has begun! In this video, Kyle and Jake discuss essential retirement tips and the crucial steps for how to prepare for retirement within the next year. We'll cover key aspects of financial planning to optimize your retirement plan and ensure you're in the best possible position. This comprehensive retirement checklist will guide you through your pre retirement journey. Work With Us: https://definingwealth.com/book-an-ex... Learn About Our Firm: https://definingwealth.com Access our planning tool: https://form.typeform.com/to/NhxsU9aA Move Health: https://movehealth.io/ ============================= Here are the ways we work with clients at Defining Wealth: 1️⃣ One-Time Plan: A flat-fee, comprehensive retirement roadmap we build together—so you get clear advice, a personalized strategy, and the confidence to implement it on your own. 2️⃣ Ongoing Plan: A flat-fee plan with continued guidance, adjustments, and advice whenever you need it. 3️⃣ Wealth Management: Our all-inclusive wealth management service builds your plan, manages your investments, and proactively implements strategies for you—so everything is handled under one roof. Book a call with our team to see which option is right for you. ➡️ https://definingwealth.com/book-an-ex... ============================= Disclosure: The following video is for education and entertainment only, and is not to be considered financial or tax advice. Past performance is not indicative of future results. Some of the stories are hypothetical and have been altered to protect the privacy of our clients, these are for illustration purposes only.