73 min listen
125: Ready to Retire: The Ultimate Pre-Retirement Checklist with The Retirement Manifesto
125: Ready to Retire: The Ultimate Pre-Retirement Checklist with The Retirement Manifesto
ratings:
Length:
91 minutes
Released:
May 18, 2020
Format:
Podcast episode
Description
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 aboutWhat his financial position looks like five years prior to retirementHis advice to people who are pursuing financial independence before startingThe "one more year" syndrome5-year, 3-year, 2-year, 1-year, and 6-month checklists before retiringQuitting your jobAnd SO much more!Links from the ShowBiggerPockets Money Facebook GroupBiggerPockets Money Podcast 41 with Kyle MastBiggerPockets Money Podcast 84 with Kyle MastBiggerPockets Money Podcast 118 with Kyle MastBiggerPockets Money Podcast 55 with Millennial RevolutionBiggerPockets Money Podcast 55.5 with Millennial RevolutionLastPassThe Ultimate Pre-Retirement ChecklistEarly Retirement Calculator20 Steps To Take In The Before RetirementThe First 6 Steps To Financial WealthSo You Want To Be A MillionaireFreedom For FidoSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Released:
May 18, 2020
Format:
Podcast episode
Titles in the series (100)
#07: How Breakfast Food Motivated Financial Freedom with Mr. and Mrs. Waffles on Wednesday: Mr. and Mrs. Waffles on Wednesday (WoW) were doing everything wrong. They ran up ridiculous tabs at a local restaurant/bar just ‘hanging out,’ while getting abysmal returns from their financial planner - and paying 1% for this terrible advice.... by BiggerPockets Money Podcast