The Retirement Danger Zone: What to Know Before and After You Retire (Ep. 198)

Retirement is often seen as a finish line, but in reality, the years surrounding it are where some of the most important decisions get made. In this episode, Larry Heller, CFP®, CDFA®, explains the concept of the retirement “danger zone”, the five years before and after retirement when financial, tax, and lifestyle decisions can have long-term consequences. Larry discusses: Why relocating for tax…