Retirement Checklist: Five Year Countdown to a Happy Retirement

Retirement Checklist: Five Year Countdown to a Happy Retirement
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Retirement Checklist: Five Year Countdown to a Happy Retirement

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If you are five years or less from retirement, this practical guide is a must-read!

You may have a sense of what you want your retirement to look like. Hopefully, you've spent years preparing for it. But now that it's approaching, it's time to get specific about your plans.

"Retirement Checklist" provides a road map to help those nearing retirement to understand and navigate all of the important decisions that you must consider. Readers will benefit from author Lisa Hay's wisdom and years of experience helping clients to create a successful retirement plan.

From the Author:

Regardless of the money you’ve accumulated for your retirement, you need to have a goal and a plan to make sure it will last.

This user-friendly guide is the result my experience providing financial planning and retirement advice to clients.

My hope is that you have planned and saved diligently to reach the financial independence that will allow you to pursue what is most important to you. Your unique purpose and goals.

You have "climbed to the top of the mountain" so to speak as you have built your assets and net worth. Now it's important to have a plan in place to get back down the mountain safely. However, this next stage of the journey can actually be more dangerous than the path up the mountain. In fact, most accidents happen on the way down.

So having a plan, or a roadmap, to get you back down safely is crucial.

Like solving a Rubik cube, there are many inter-related moving parts to consider in a well crafted retirement plan. It is crucial that you arrange the different pieces of your financial puzzle: integrating and optimizing the complex world of investing, tax strategies, withdrawal strategies and estate planning - to optimize your probability of success.

Ultimately, my hope is that this book will become a relevant tool for readers, to equip and inspire you to make sound and well-informed decisions about your retirement!

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