103. Your Pre-Retirement Checklist

Pre-Retirement Checklist
Retirement can be scary to think about with everything that is going on in the world currently. With our new Pre-Retirement Checklist, it can be made less scary. Our theme for Q2 2022 compares the journey of retirees and astronauts. Since the future is uncertain for both retirees and astronauts, it is important to be well prepared. There are several important things to think about and plan for before you retire. The Pre-Retirement Checklist allows you to do just that and blast off into retirement worry free.

Have a Plan for Retirement
To stay retired it is important to have a plan in place. In the past decade, stock market returns have been good to us. However, it’s unrealistic to think these types of returns will continue. Because of this, you should scale back your expectations and be prepared for anything. If you do this, high returns can give you a cushion that suit your income needs. On another note, like astronauts you should have a plan for different possible scenarios. Know what your flightpath is and plan accordingly.

Five Topics for Q2 2022
As you begin to prepare for retirement, there are five topics that are very important to understand. The five topics that will be our focus for Q2 2022 include, optimizing cash flow, social security, Medicare, investment asset allocation, and retiring with a purpose. Each of these topics will be explained in depth to help you achieve a successful retirement.