The pre-retirement checklist is something every nearly retired person should go through. There are tons of them out there, but my pre-retirement checklist breaks concepts down into three simple things - Learning About, Planning, and Trying Retirement.

Learning - There are so many things we've learned over our lifetimes and retirement typically isn't one of them. You need to use the resources available and familiarize yourself with retirement concepts, dates, deadlines, expenses, and more!

Planning - Retirement planning is the most important part of the process. Unfortunately, this really requires some sophisticated software and someone who knows not only how to use it, but your retirement finances as well.

Trying - You should take a trial run at retirement. See how you like it! Use your vacation pay, stop putting money into your retirement plans at work, spend some quiet time on the couch AND some fun time on the golf course. Get a handle for how retirement will be for you.

Download my FREE Retirement Mastery Toolkit for more information.