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Category:
Retirement/Decumulation

Pre-Retirement Issues

Updated 12/1/2024

What Issues Should I Consider Before I Retire?

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.  It’s structured as follows:

  • Cash Flow Issues
  • Health Insurance Issues
  • Asset & Debt Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues
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“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
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