-We’re preparing for retirement and opening up about how we’re getting ready for this next chapter of life. We’re not retired yet — but we’re close enough that our decisions today really matter. In this video, we share how we’re approaching pre-retirement in a practical and honest way. We talk about financial preparation, tax strategy, lifestyle choices, and the emotional side of letting go of work and urgency. This isn’t advice or a one-size-fits-all plan. This is simply how we’re preparing for retirement based on our own situation, values, and season of life. Along the way, we talk about: -preparing financially for retirement and thinking about taxes and RMDs -avoiding new big obligations before retirement -reviewing and reducing fixed costs -choosing experiences over lifestyle upgrades -preparing emotionally for retirement and identity beyond work -letting go of urgency and learning to slow down 👉 In our next video, we’ll be doing a 1-month retirement budget test, living as if we were already retired. That video will be coming in March — watch out for it. If you’re thinking about retirement, pre-retirement, or planning your next chapter, we hope this video helps you reflect on what really matters. #preparingforretirement #retirementplanning #retirementlifestyle #retirementmindset #lifeafterwork #financialplanning Timestamp: 00:00 Preparing for Retirement 01:14 Financial Preparation & RMD Tax Strategy 02:20 Avoiding New Big Obligations 03:25 Reviewing & Reducing Fixed Costs 05:00 Lifestyle Preparation: Experiences Over Upgrades 6:15 Wellness, Food Trip Preparation 8:25 Mental & Emotional Preparation 09:35 Letting Go of Urgency & Identity Beyond Work 11:02 What We’re Not Doing 12:04 Next Video Tease: 1-Month Retirement Budget Test 12:43 Final Thoughts Check out our channel for more videos : https://www.youtube.com/channel/UCwZEfU5vkYMM8_ft_xwaz3g for business inquiries: haven.eileen@gmail.com

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