MoneyWisdom Blog

The Retirement Checklist for All Ages

Posted by Maria Porto on Feb 5, 2019 7:30:00 AM

keyboard in background calculator in foregroundI have a free — no strings attached — offer today that will help you and your employees with retirement planning. It is a printable Retirement Planning Checklist with reminders for every age.

What I like about this worksheet is that it offers conversation-starters. And let’s face it, getting a conversation started is half the battle of planning for retirement. It’s never too early to start talking and get the savings started!

For example, have you thought about whether you plan to travel, move, work part-time or volunteer when you retire? Do you plan to stay in a house or move to an apartment? Do you want to have a pet? Will you need a car? The answers to each of these questions will affect your financial plan. Today is the right day to start talking about this.

Because this checklist is a great resource for your employees, I encourage you to share the link or print the checklist for the taking. If you are interested in taking the conversation further, consider our retirement planning Lunch and Learn program. My team provides free lunch for your group, and we offer strategies about retirement planning for those who join us. We can answer questions, offer tips, and help your employees get the retirement conversation started. To learn more about this popular program, contact me at

Topics: Life Changes

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