1 Year Before Retirement Checklist | Retirement Countdown Part 3 | #058 The Functional Retirement Podcast
Fri Jul 04 2025
If you’re just one year out from retirement, the planning phase should be behind you. This episode is all about shifting from prep mode to game day execution. Your income, healthcare, and lifestyle decisions should already be mapped out—now it’s time to focus on making it all happen. We’ll walk you through what the final stretch looks like, what not to stress about, and why midnight spreadsheet sessions are no longer the vibe. Let’s make this last lap count!
Timestamps:
1:02 Game day execution for retirement.
6:30 Retirement planning and purpose.
9:46 Retirement preparation and planning.
✅Contact Thatcher at thatcher@propathfinancial.com with comments and questions!
Are you over age 50 and need retirement help?
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DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
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If you’re just one year out from retirement, the planning phase should be behind you. This episode is all about shifting from prep mode to game day execution. Your income, healthcare, and lifestyle decisions should already be mapped out—now it’s time to focus on making it all happen. We’ll walk you through what the final stretch looks like, what not to stress about, and why midnight spreadsheet sessions are no longer the vibe. Let’s make this last lap count! Timestamps: 1:02 Game day execution for retirement. 6:30 Retirement planning and purpose. 9:46 Retirement preparation and planning. ✅Contact Thatcher at thatcher@propathfinancial.com with comments and questions! Are you over age 50 and need retirement help? Schedule a free consultation https://www.propathfinancial.com/get-started Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement Join The Newsletter For All Wealth Building Tactics https://propath.ck.page/60fab1df4d DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos. Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.