In today’s episode, we speak with Fritz Gilbert from The Retirement Manifesto and go through his checklist to ensure a smooth transition into your new life.

Fritz speaks from experience and wrote the checklist during his own transition, starting five years out.

Oh yes, FIVE YEARS. If you want a smooth transition, you’ll need to plan ahead.

Scott and Mindy go through the checklist with Fritz, starting at five years before your retirement date. (They even touch on what to do BEFORE five years out.) Fritz’s list is extremely thorough and includes things you’ve most likely NOT even thought about.

From paying down debt to checking in with a financial planner to transferring all that personal stuff you currently have on your work computer or in your work email, we cover the obvious. But more importantly, we also touch on the “Oh man, I totally forgot to do that” stuff, which can be the difference between a seamless transition and one filled with “I wish I had done things differently.”

Fritz is such an expert in retirement planning that he wrote a new book about it: Keys to a Successful Retirement: Staying Happy, Active and Productive in Your Retired Years.

In this book, Fritz shares 24 keys to a great retirement—once you’ve made sure the transition goes well.

If you are on the path to retirement, this episode is NOT to be missed!

In This Episode We Cover:

What his pre-retirement checklist is all about
What his financial position looks like five years prior to retirement
His advice to people who are pursuing financial independence before starting
The "one more year" syndrome
5-year, 3-year, 2-year, 1-year, and 6-month checklists before retiring
Quitting your job
And SO much more!

Links from the Show

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