Retirement Readiness (Part 1) – Are You Within 5 Years of Retiring?

2025-09-09

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In this episode, Ryan and Zane introduce the Retirement Glide Path—a five-year framework designed to help you prepare for a smooth transition into retirement. From paying down debt and building emergency reserves to reviewing Social Security, estate planning, healthcare, and lifestyle goals, they share how to turn uncertainty into confidence as you approach the finish line. We also walk through Zynergy’s Retirement Glide Path Checklist, covering essentials like debt payoff, long...

In this episode, Ryan and Zane introduce the Retirement Glide Path—a five-year framework designed to help you prepare for a smooth transition into retirement. From paying down debt and building emergency reserves to reviewing Social Security, estate planning, healthcare, and lifestyle goals, they share how to turn uncertainty into confidence as you approach the finish line.

We also walk through Zynergy’s Retirement Glide Path Checklist, covering essentials like debt payoff, long-term care planning, tax diversification, housing, income strategies, and lifestyle visioning. Whether you’re five years out or just beginning to plan, this guide helps you stay on course and avoid last-minute surprises.

Subscribe to the Retirement GPS Podcast and follow Zynergy Retirement on Instagram, Facebook, and LinkedIn @ZynergyRetirement for more strategies to keep your retirement on track.

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