Peeling Back Money and Life

76 - What to do When You Are One Year From Retirement


Listen Later

In this essential episode, we guide you through the critical steps to take when you're just one year away from retirement. We'll cover everything from finalizing your financial preparations to managing the emotional transition from work life to retirement.

Key topics we'll discuss:

  • How to lock down your retirement budget and income strategy
  • Essential checklist items for your final working year
  • Practical steps for transitioning away from workplace benefits
  • Strategies for testing your retirement lifestyle before making the leap
  • Tips for managing the emotional aspects of this major life change


Whether you're planning your own retirement or helping someone prepare for theirs, this episode provides actionable steps to ensure a smooth transition into this exciting new chapter of life.


Resources

  • Episode 44: "7 steps to setting up a paycheck in retirement" - Detailed guide for retirement income planning
  • Password Managers: LastPass, Bitwarden
  • Previous Episodes: Episode 74: Planning 10 years before retirementEpisode 75: Planning 5 years before retirement
...more
View all episodesView all episodes
Download on the App Store

Peeling Back Money and LifeBy Casey Redmond and Mike Dunlop

  • 5
  • 5
  • 5
  • 5
  • 5

5

5 ratings


More shows like Peeling Back Money and Life

View all
Ready For Retirement by James Conole, CFP®

Ready For Retirement

812 Listeners