Retirement success isn’t about luck, it’s about knowing your numbers before you take the leap. In this episode, Nick and Jake break down the five must-know numbers before you retire so you can step into your next chapter with confidence instead of scrambling.

They’ll walk you through why it’s critical to know your exact monthly and annual expenses (including the “fun” costs), what guaranteed income streams you can count on, and how much you’ve actually accumulated in retirement accounts, savings, and investments. You’ll also learn why estimating healthcare costs is more important than ever and how understanding your withdrawal rate—before and after taxes—can keep your plan sustainable for decades. Packed with practical tips, this conversation shows how each number connects to your bigger financial picture.

Here’s what we discuss in this episode:

🏗️ Why expenses are your retirement foundation

💰 Mapping out guaranteed income sources

📈 Knowing your total retirement savings

🩺 Estimating lifetime healthcare costs

⏳ Understanding withdrawal rates before and after taxes

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