Episode Summary

In today’s episode, we discuss the critical questions you need to answer, so you won’t feel anxious or nervous about stepping into your retirement.

This is an exciting time of life and you need to prepare not only your finances but also your mindset. Most people ignore the emotional and relational changes that happen when transitioning into retirement.

Key Points

  • Assess what you have using a personal balance sheet
  • Determine how much you are spending
  • Focus on why and when you want to retire
  • Decide what a successful retirement looks like to you
  • How will you generate an income and will it last?


Read about the personal balance sheet and how it can help

Get the financial plan blueprint