March 17, 2025

The Perfect Retirement Announcement: A Step-by-Step Guide

15 minutes

Planning to retire? Announcing your retirement isn’t as simple as picking a date and telling your boss—it’s about strategy, timing, and setting yourself up for success. In this episode of Early Retirement Roadmap, I’ll guide you through the complete retirement announcement process, so you can make a smooth, professional transition.

🌟 Here’s what we’ll cover:

✅ Choosing a date keeping tax benefits, health insurance, and bonuses 📅💰 in mind

✅ How to maximize PTO payouts and avoid leaving money on the table 🏖️

✅ How much notice to give (and why too much can backfire) 🚨

✅ How to handle your boss’s reaction and preparation 🤯

✅ What to expect from co-workers’ reactions and how to respond—from excitement to skepticism 🤔

✅ The importance of planning ahead for a stress-free, rewarding exit 🚀

I’ll also share some of my personal experiences announcing my early retirement at 55.

🔔 If you found this helpful, please subscribe & leave a review!

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Disclosure: This is an affiliate link, which means I may earn a small commission at no extra cost to you. It's a simple way to support this podcast and the content I create. Thank you!

✅ FREE Early Retirement Planning Checklist

Whether you're just getting started or refining your plan, this free guide will help you take the next step! Download my free 12-step early retirement planning checklist—a practical, easy-to-follow guide that walks you through everything from calculating your FIRE number to building a tax-efficient withdrawal strategy.

👉 Get your free checklist here: https://payhip.com/b/IBj3q

I created this to help others like you pursue financial independence and retire on your own terms and as a thank you to my viewers. Whether you are years away or almost ready, this checklist will help you retire smarter and sooner and is the perfect companion to everything I share on this podcast.

🎥 When you’re not on the go, check out Mike’s Early Retirement Roadmap YouTube channel for more insights and inspiration.

☕ Enjoyed this show? Support me! Buy me a cup of coffee here!

🌐 Visit MikeUpland.com – Connect with Mike & explore retirement resources

🚀 Make your retirement announcement with confidence!

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By Mike Upland

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