If You're Retiring in 12 Months, Do These 8 Things Now
9.5K views · Apr 22, 2026 · People & Blogs
Comments · 24
@KyleKuyat · 5 months ago · pinned
Thanks for watching, I hope you enjoyed the episode! If you'd like to see more episodes like this, please like and subscribe! Get your custom retirement strategy - <a href="https://definingwealth.com/book-an-explore-call/">https://definingwealth.com/book-an-explore-call/</a>
2
@user-jl1mz3cl5i · 5 months ago
You both are delightful! Really enjoyed the video. Thanks for sharing such great information.
4
@Willsmith-q2v · 2 months ago
All the best from Scotland......great content even for me
@scottjackson163 · 4 months ago
If you are already retired, light a cigar.
2
@txsuz · 4 months ago
Fantastic info! No fluff and approachable to us non-financial academics. very impressed, guys! 🎉🎉🎉
1
@markhousman8447 · 4 months ago
Good content - I look forward to watching more of your videos.
1
@tron1221 · 5 months ago
Great topic. I am, as it would happen, about 12 months out from retirement. Many of your points are exactly what I am dealing with. Last week, I had my review with one of your advisors and I am waiting for my written report. All indications point to success. Not sure if 1.5 hours would take the cost outside the sweet spot, but I think I could have benefited from the extra time :). Anyway, I like where your minds are and the messages you are sharing. Thanks for sharing your knowledge and your services. Keep up the good work. Looking forward to what's coming!!
2
@Chris_Heather_livingbestlife · 5 months ago
Love the content guys! I am retiring in a few months at 55 and your content has been helpful. You mentioned Move Health but could not find link. Can you use them even if you are not a client? I am thinking about hiring a broker to help me through the healthcare decision.
2
@beardsandbanjos · 5 months ago
No closed captions available for this video either. Some of your others have them. Is there a toggle you don’t have switched on?
2
@onlywenilaugh6589 · 4 months ago
Why would you save in a taxable brokerage account your last year if you have a Roth 401K available to you I would think you would definitely max that out first if you're going to pay taxes on it anyway right then you never pay taxes again let alone long-term capital gains
2
@danite22 · 5 months ago
When your baseball opinions make me doubt your financial advice.
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