5 Years Out From Retirement? Here’s What You Must Do Now

In this video Colin Exelby, CFP® explains 5 crucial things you must do now if you are planning on retiring in 5 years.

Imagine two 60-year-olds—same age, same income, same timeline to retirement. Yet in just five years, one comfortably retires while the other runs out of money. What made the difference? In this video, I’ll break down the 5 guiding principles you need to take in the final 5 years before retirement. From supercharging your savings and building a bulletproof income plan, to shielding your nest egg from market crashes and minimizing taxes, these guiding principles can help you retire with confidence—not regrets. Don’t just coast into retirement. Let’s sprint through the finish line and make these years count. Whether you're five years out or already planning ahead, this 2025 retirement guide is packed with strategies you can’t afford to miss.

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00:00-Intro
01:55-Saving and Investing
05:05-Retirement Income Strategy
08:10-Market Volatility
10:00-Tax Planning
12:33-Life Design