Pre-Retirement Planning Checklist

Brandon Renfro, PhD, CFP

Preparing for retirement? This simple two-page retirement checklist will help you make sure you don’t miss any of the major things to consider when retiring.

How to Use the Retirement Checklist

This checklist is meant to provide you with a broad overview of the issues you need to consider before you retire. The intent is that it will help you sort through what may apply to you so you know where to focus instead of wasting time on issues that may not matter to you.

What this checklist doesn’t do is dump a bunch of gritty detail on you that you have to sort through.

After you go through the checklist (ideally with your spouse if you are married) then you can focus your attention deciding how you want to address the issues that will affect you.

Download the Pre-Retirement Checklist

For just four easy payments of $19.95… just kidding. You can download your 2021 pre-retirement checklist here.

(Link will open a .zip file with a PDF of the pre-retirement checklist)

If you have any questions about how to use the checklist or getting ready for retirement email me at [email protected] or call 903-471-0624 and I’ll be glad to help you.

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Brandon Renfro LLC (“Belonging Wealth Management”) is a registered investment adviser offering fee only advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Brandon Renfro in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of Belonging Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.