『Pre Retirement Navigated』のカバーアート

Pre Retirement Navigated

Pre Retirement Navigated

著者: Will Hoffman
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The rules of money change the day you retire. Is your financial plan ready for the flip? For the last 30 years, you’ve followed a standard wealth accumulation playbook: save more, stay invested, ignore the daily market headlines, and let time do the heavy lifting. And those rules worked—they got you to the finish line. But the five years before you retire require an entirely new operating system. The moment you transition from saving money to living off of it, the playbook completely reverses. Time becomes your biggest constraint, asset growth takes a backseat to strategic tax mitigation, and your investment stance must pivot from pure offense to ironclad defense. Hosted by Will Hoffman, founder and president of Hoffman Wealth Management, Pre-Retirement Navigated draws on 23 years of real-world advisory experience to guide you step-by-step through the critical 5-year countdown to retirement. This isn’t a show about high-level theory or generic numbers. This is a tactical, unscr 個人ファイナンス 経済学
エピソード
  • Am I Saving Enough for Retirement?
    2026/10/14

    In this episode of the Pre-Retirement Navigated podcast, host Will Hoffman discusses the importance of focusing on personal retirement plans rather than comparing oneself to others. He emphasizes the need for a savings runway check, especially five years before retirement, to assess financial readiness. The conversation covers how to calculate retirement needs, the significance of understanding one's financial position, and the importance of having a clear plan to navigate the retirement journey effectively.

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  • Where Is Your Retirement Check Coming From on Day 1?
    2026/10/07

    In this episode of the Pre Retirement Navigated Podcast, host Will Hoffman discusses the critical aspects of financial planning leading up to retirement. He emphasizes the importance of understanding cash flow, mapping out income sources, identifying expenses, and calculating the income gap to ensure a smooth transition into retirement. The conversation highlights common pitfalls and unexpected costs that retirees face, urging listeners to prepare adequately to avoid financial surprises.

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  • How to Know When You’re Truly Ready to Retire w/ Dan Goldie
    2026/10/01

    In this episode of the Pre-Retirement Navigated Podcast, host Will Hoffman welcomes Dan Goldie, a former professional tennis player and a renowned financial advisor, to discuss his new book, 'The Retirement Answer.' They explore the complexities of retirement planning, the evolution of wealth creation, and the psychological aspects of transitioning into retirement. Goldie emphasizes the challenges faced by modern retirees, including the decline of traditional pensions and the importance of making informed decisions about retirement timing and personal finance. In this conversation, Daniel Goldie discusses critical aspects of retirement planning, focusing on Social Security, Medicare, distribution decisions, investment strategies, and legacy planning. He emphasizes the importance of understanding the financial benefits of delaying Social Security, the complexities of Medicare, and the risks associated with retirement income distribution. Goldie also highlights the need for effective investment strategies and the significance of legacy planning in retirement.

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