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President and Advisory Services Director, Greg Storen, discusses the steps you should take 5 years before retirement in this video series.

In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with financial advisors, accountants, and business service specialists to discuss hot topics and more. Our goal with this video series is to educate and provide resources that will help guide you along your financial journey. In this interview, Greg Storen, President and Advisory Services Director, will answer the frequently asked questions he receives from clients.

5 Years Before Retirement – The Basics

In this video, Greg will walk you through…

• Why it’s important to review your financial plan 5 years before retirement
• What questions you should be asking your advisor to meet your goals
• How often to meet with your advisor during this period

Want to learn more? Here’s an additional resource for you…


Mastering The Last Five Years Before Retirement

Article from Forbes

You need to get a handle on where you stand today, financially, and what that means for your financial well being in retirement. How much money do you have invested to fund your retirement income? Get a handle on how much you will receive from Social Security. Do you have a pension or other income sources? Will all of these retirement income sources allow you to maintain your standard of living in retirement? Whether the numbers are good or bad, this is the time to get serious about retirement planning.  Click here to continue reading this article from Forbes.


Check back frequently on our blog, as we’re always producing new educational content to help you pursue your financial goals!

Or if you’d like to learn more about how to plan for retirement and other related topics, check out our Financial Planning blogs where you can access these great resources. (Click here to read more.)

And as always, if you have any other questions, please contact us. (Click here for contact information.)


Presented by Greg Storen, MBA – President, Advisory Services Director

Learn more about Greg and the rest of the Storen Financial team here.