Planning for retirement can get overwhelming really quickly! Before you get into the weeds of retirement planning, stop, and get organized first.

Using a checklist can be a helpful tool to keep you on track, move forward, and accomplish what you need to get done. Implementing a retirement checklist will help you ensure that you and your financial advisors are staying on track and allowing you to plan well and retire happy!

I share the ten (or more) key marks that you should definitely have on your retirement planning checklist. I explain why they are important to factor into your retirement plan and how they will save you from trouble in retirement. I speak into the different aspects of each step in your retirement plan and the areas of consideration that will help you plan for retirement in the best ways possible.

From income and investments to taxes to setting realistic goals and planning for all scenarios, I cover it all! I want to offer advice and help to those looking to get serious about planning for retirement and making educated and informed decisions about your retirement. My goal is for you to know what bases to cover and how to cover them so that you are confident and secure in your retirement plan.

Make sure you plan well and retire happy by using the checklist challenge!

Relevant Links:

Checklist Challenge

Martin Wealth Solutions

Ask Jim