1. EachPod

5 Steps To Take Now If You're Retiring In 5 Years

Author
Floyd Financial Group
Published
Sat 06 Sep 2025
Episode Link
https://share.transistor.fm/s/47c15079

In this episode Jake and Jeff discuss current events, 5 step to take now if you're retiring in 5 years, tactical Roth conversions - why2025 to 2028 is a critical window, and how to use annuities for retirement paychecks. 

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