• Mastering Your Retirement with the 10-5-2 Approach!

  • Feb 25 2025
  • Length: 18 mins
  • Podcast

Mastering Your Retirement with the 10-5-2 Approach!

  • Summary

  • 🔗 Start Your Retirement Planning Now!
    🌐 Visit BrentBoden.com
    📅 Book Your FREE 15-Minute Consultation


    Are you within 10 years of retirement and wondering if you’re truly ready? 🚨 Many physicians and medical professionals assume they’re financially set, but retirement planning is more than just savings—it’s about strategy.

    In this episode, Brent Boden, Certified Financial Planner (CFP®), breaks down the 10-5-2 Approach—a proven system to help you retire with confidence. Whether you’re a doctor, dentist, or healthcare professional, this roadmap will ensure your investments, savings, and lifestyle goals are in sync for financial security and peace of mind.

    👉 Stay until the end for the most important step to securing your retirement!


    ⏳ Video Chapters & Timestamps📌 00:00 - Introduction to the 10-5-2 Retirement Strategy
    📌 02:15 - 10 Years Before Retirement: Setting the Foundation
    📌 08:45 - 5 Years Before Retirement: Sharpening the Focus
    📌 14:30 - 2 Years Before Retirement: The Final Stretch
    📌 18:55 - 1 Year Out: The Retirement Takeoff Checklist
    📌 22:10 - Common Retirement Pitfalls to Avoid
    📌 25:30 - How to Stress-Test Your Retirement Plan
    📌 28:45 - Final Thoughts & Next Steps


    💡 Key Takeaways from This Episode✅ How to adjust your investments to reduce risk as you near retirement
    ✅ Strategies for paying off debt and maximizing retirement savings
    ✅ The best approach for managing healthcare costs in retirement
    ✅ How to optimize your Social Security and pension income
    ✅ Why working with a fiduciary financial planner can help you avoid costly mistakes


    🎯 Want a Personalized Retirement Plan?
    📝 Take our FREE Personalized Financial Checkup, powered by Savology, and get a customized report on your financial wellness: Click Here


    📩 Don’t forget to like, subscribe, and hit the notification bell for more expert financial insights tailored for doctors and healthcare professionals!


    #RetirementPlanning #FinancialFreedom #WealthManagement #PhysiciansFinance #DoctorRetirement #10_5_2Approach #FinancialIndependence #CFP #FinancialPlanning #RetirementIncome

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