Time to Take the Retirement Checklist Challenge

Retirement planning can be overwhelming, but it doesn't have to be. Working through a checklist can ease your worries and give you confidence, but what should you have on that retirement checklist?  Today Scott is going to share his Checklist Challenge, a comprehensive guide to ensure you're fully prepared for retirement. Find out which 34 essential items made the list.

Are you ready to take the Checklist Challenge? Download the checklist and follow along as you listen to the episode. See where you stand and identify areas for improvement. If you find gaps in your plan, don't hesitate to reach out to a financial advisor for guidance.

 

Here’s what we cover in this episode:

0:00 – Intro

2:10 – Common retirement fears

5:41 – Structure of financial plans

8:45 – Medical and healthcare

11:15 – How to use the checklist

 

Follow along with the checklist here: https://listentoscott.com/wp-content/uploads/2024/07/Checklist-Challenge-Download-PDF-for-WEB.pdf

 

The Checklist Manifesto by Atul Gawande - https://amzn.to/4cECv8J

 

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