Uploaded April 2026 | Updated September 2026, 3 weeks ago
Most people spend years saving for retirement; but very little time preparing for what actually happens right before it. Today, I’m walking you through seven critical steps to complete before you retire to make sure your plan actually works in real life. We’ll cover things like eliminating high-interest debt, building a cash buffer so you’re not forced to sell investments at the wrong time, reviewing your health insurance, and organizing your accounts. We’ll also talk about why tax diversification matters more than most people realize. And finally, I’ll show you the most important step of all—a simple “retirement dry run” that can give you real confidence before your paychecks stop.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
Most people spend years saving for retirement; but very little time preparing for what actually happens right before it. Today, I’m walking you through seven critical steps to complete before you retire to make sure your plan actually works in real life. We’ll cover things like eliminating high-interest debt, building a cash buffer so you’re not forced to sell investments at the wrong time, reviewing your health insurance, and organizing your accounts. We’ll also talk about why tax diversification matters more than most people realize. And finally, I’ll show you the most important step of all—a simple “retirement dry run” that can give you real confidence before your paychecks stop.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
