In this video, Certified Financial Planner® professional Leah Woodly walks through a comprehensive retirement checklist designed specifically for professional women who want to retire with confidence, clarity, and peace of mind.
You’ll learn how to:
- Define your vision for retirement
- Create a sustainable retirement income plan
- Evaluate your Social Security claiming strategy
- Reduce debt before retirement
- Stress-test your retirement plan against market volatility and inflation
- Plan for healthcare and Medicare expenses
- Update your estate planning documents
- Review your investment allocation and risk exposure
- Build a retirement cash reserve
- Prepare emotionally for life after your career
Many women spend decades building successful careers, supporting their families, and accumulating assets. However, the years immediately before retirement are some of the most important years for making strategic decisions that can impact the next 20, 30, or even 40 years of your life. Whether you’re planning to retire at 60, 65, or later, this retirement planning guide will help you identify key areas that deserve your attention before leaving the workforce.
Question for You: What’s your biggest concern as you approach retirement? Let us know in the comments below.
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