Episode 11: How Do You Know If You're Ready to Retire?

"Am I ready to retire?" is the most important question in retirement planning — and it's rarely answered with a single number. Retirement readiness isn't just about how much you have. It's about whether your income plan, your healthcare plan, your tax plan, and your spending plan are all aligned.

In this episode, I walk through the questions I use to assess whether someone is genuinely ready — financially and structurally.

In this episode:

▸ The five things that need to be in place before you retire

▸ Why a target balance isn't the same as a retirement income plan

▸ The healthcare question most pre-retirees underestimate

▸ How to know if one more year of work is worth it — or not

Episode 11 of the Retirement Transition Series — 12 short episodes for people who are 5–10 years from retirement.

▶ Next: Episode 12 — What Happens in the First Year of Retirement

▶ Watch Episode 10 → How to Build a Retirement Income Plan

Ready to build your retirement income plan? Schedule of Retirement Plan Fit Call