3-5 years from retirement you should be doing these 6 things (actually 7)
1. Asset Location
2. De-risk assets
3. Stop using excel. Use New Retirement (link below)
4. Know your expenses
5. Review your plan with at least 2 others. Start with Money Pickle below
6. Get excited about your new journey
7. Align retirement goals with your spouse.

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_*PLEASE STOP USING EXCEL!!!!!!_ It falls way short optimizing every retirement factor*
Retirement Tool Link I reference and highly recommend -- New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years).

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*DO NOT GO IT ALONE!!!!!!!*
*Money Pickle - FREE! use link to set up a FREE 45 minute dialog with a Financial Advisor*
No obligation. Get answers to your questions. Get an expert to look at your plan.

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*Plant Manager, Maintenance Manager and Career Consulting -- 1 hour virtual via Teams/Cell Phone*
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RECOMMENDED FINANCIAL ADVISOR
Neil Fortwendel with Northwestern Mutual ph: 812 549 5213

Video by Lean Driven Reliability LLC
This is not investment advice. For entertainment ONLY. Seek professional help to understand your unique situation.

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