#105: What you must do BEFORE you Retire. Make sure you're ready!

Season #1

🎁 [GET THE FREE RETIREMENT CHECKLIST] - What you need to do one year before you retire

As the anticipation for retirement builds, it's crucial not to overlook essential steps that go beyond financial readiness. Neglecting these steps could mean the difference between living your dream retirement or facing years of regret. Today, we talk about the often-overlooked personal lifestyle considerations that can make or break your retirement years. At the end, we reveal the 5 commonly overlooked aspects that can significantly impact your retirement. Don't let excitement cloud your preparation and ensure you're equipped with a truly fulfilling retirement.

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CHAPTERS:

00:00 Introduction

03:28 Assess Your Financial Health

06:57 Update Your Estate Plan

09:50 Consider Part-time work or Volunteering

11:01 Discuss your Retirement Plans with Your Partner

12:05 Embrace Mental and Physical Wellness

14:19 Embracing Lifelong Learning

 

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ABOUT RETIREMENT TRANSFORMED

Husband and wife duo, Mark & Jody Rollins, inspire and serve as personal guides to meaningful, transformational journeys for individuals who are planning for, going through or are living in retirement. This is everything in retirement beyond your financial plan.

We are not financial advisors or medical experts. Any advice we give is our own and should not be taken as professional advice. This video is for informational and entertainment purposes only. Please seek professional assistance before making any financial decisions or changes that can affect your physical or mental health.

FTC: Some links mentioned above may be affiliate links, which means we earn a small commission if you buy a product from the specific link. This episode is not sponsored.