Video Description

Start your journey with our financial resources: https://bit.ly/4mj3tXq Meet with Us: https://bit.ly/4ny3XKi Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/MEs5rh62m28?si=CZ9VJNcoEwqBdAMV https://youtu.be/AxkfOUXYq-0?si=mAMXXjlRwAz27lfP https://youtu.be/UX-qusd6fZE?si=RodH2gUPsFIc49eD Tax Reduction Strategies: https://bit.ly/3VRLI6O Retirement Checklist: https://bit.ly/4groY7f Sources: Research, Statistics & Policy Analysis https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/2025-06.html 50+ Essential Retirement Statistics for 2024 https://www.annuity.org/retirement/retirement-statistics/ Calculate the cost of long-term care near you https://www.carescout.com/cost-of-care The Average Monthly Social Security Check: August 2025 https://www.kiplinger.com/retirement/social-security/average-monthly-social-security-check#:~:text=When%20it%20comes%20to%20using%20data%2C%20averages,the%20numbers%20to%20get%20even%20more%20clarity The average 401(k) balance by age https://www.empower.com/the-currency/life/average-401k-balance-age The retirement finish line is in sight, but are you truly prepared for what comes next? With the average expected retirement age now at 66 and only 31% of non-retirees feeling their savings are on track, the final two years are more critical than ever. This episode provides a comprehensive checklist for the final stretch before retirement. We walk through the essential steps to build a solid foundation for a confident future, from creating a tax-efficient withdrawal strategy to planning for long-term care and getting your home retirement-ready. _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.