Retiree Risk Checklist
My experience has been that there are often important risks or planning needs that most retirees simply aren't aware of. Nevertheless, if any of these risks were to manifest, it would have a sizable impact on their retirement.
In addressing these risks in my work with clients, I've been using this Retirement Risk Checklist tool. Since it's been useful in my practice, I thought it might be worth sharing publicly where it can help more people.
While it isn't an exhaustive list, I think it could be helpful for people looking at retiring in the next few years. Hopefully it helps them shore up some of these risks and enjoy a more secure retirement.
If you use this tool, I'd love to get your feedback on it. That might mean notes on formatting, anything you found especially useful or surprising, or suggestions on how to make it more usable for you personally.
If you have thoughts you'd be willing to share, I'd love either a text or email letting me know what you think.
I'd be happy to get you a word version of it so you can make your own notes, edits, and customizations too. Just ask.
Email: firstname.lastname@example.org Phone: 503-730-5093