GUIDE

On Your Mark, Get Set, Go!

What to Do in the 5 Years Before Retirement

Today you are likely at the height of your earnings, your professional network is at its strongest, and your familial financial obligations are tapering off. You might even have more personal time! Now is the moment to begin assembling your team and dreaming up all the ways you will Rock Retirement. Download this free guide to help you get started.

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    “If you live your best life now, you never have to retire from it. You simply stop working one day, and do more of what you love.”

    Roger Whitney

    The Retirement Answer Man®

    In this guide

    • Action items to take in the 5-year, 3-year, and 1-year windows before retirement
    • Resources to help you complete each step, from books and podcasts to fillable pdf worksheets
    • Wisdom from retirees who have already made the leap
    • The whole-life approach you expect from The Retirement Answer Man®

    About the Author

    Roger Whitney, CFP

    Roger Whitney is on a mission to change the way people think about retirement. That’s why he started The Retirement Answer Man® show - America's top rated retirement podcast - now with over 3 million downloads. It's also the reason he built Rock Retirement Club, the #1 online community for planning and rocking retirement.

    He has been a CERTIFIED FINANCIAL PLANNER™ professional for more than 20 years, and uses his credentials (he's a CFP® certificant, and has his CIMA®, CPWA®, and RMA) and every channel possible to help people live well today without sacrificing tomorrow.