Download the Checklist Here. 

Retirement isn’t just about leaving the workforce. It’s about stepping confidently into your next chapter. But how do you know if you’re truly prepared?

At Peace of Mind Wealth Management, we understand that financial confidence comes from clarity. That’s why we created a 34-point Retirement Checklist Challenge to help you assess your readiness across income, healthcare, taxes, and long-term planning.

This comprehensive checklist includes important questions like:

• Do you have a written income plan that accounts for inflation?
• Are you prepared for healthcare costs before Medicare begins?
• Have you addressed how to minimize taxes on your retirement income and RMDs?
• Do you have a plan for long-term care or nursing needs?

If you can’t confidently check every box, don’t worry. Most people can’t do it alone. And you don’t have to.

Download the Retirement Checklist Challenge here

Let’s Review It Together

Not sure where to start? We’d be happy to walk through the checklist with you and help you build a plan that covers all the bases.

Schedule your complimentary 15-minute call with our team today
Let’s turn that checklist into a plan, and your retirement into peace of mind.