What Types of Money Goals Should You Set Up at 59½

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If you’re 59½ or older, you’re entering the most critical retirement planning window. This is the time to get your Money Goals dialed in.
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In Part 2 of this 3-part series on Money Goals, Certified Financial Fiduciary Jason Bergquist explains why age 59½ is such a pivotal milestone—and how to leverage it with smart, phased financial planning.
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You’ll discover:
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• How to avoid the 10% penalty using In-Service Distributions
• What types of goals to set for the 1–3, 3–5, and 5–10+ year ranges
• How to approach your “Go-Go Years” with clarity and confidence
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Jason shares practical, age-based guidance and encourages you to talk with your employer about new financial options that open up at this stage in life.
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What You’ll Take Away:
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• The three phases of goal setting: short-term, mid-term, and long-term
• How to build flexibility into your retirement plan
• Why this is the perfect moment to take action—not delay
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Видео What Types of Money Goals Should You Set Up at 59½ канала Jason Bergquist