Your Retirement Planning Checklist

Oct 26, 2018

Before takeoff, airline pilots go through a checklist to make sure the flaps are in the right position, there’s enough fuel, and everything else is as it should be for a safe flight.

While your retirement may not be a matter of life or death, before wrapping up your career, you owe it to yourself and your family to make sure everything is “as it should be” — that you’re as prepared as possible for a safe transition to post-paycheck living. If you’re within 10 years of your anticipated retirement date, review the checklist below and see which items may need attention.

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Written by

Matt Bell

Matt Bell

Matt Bell is Sound Mind Investing's Managing Editor. He is the author of five biblical money management books and the teacher or co-teacher on three video-based small group resources. His latest book, Trusted: Preparing Your Kids for a Lifetime of God-Honoring Money Management, has just been published by Focus on the Family and its publishing partner, Tyndale House (April 2023). Matt has spoken at churches, universities, and conferences throughout the country and has been quoted in USA TODAY, U.S. News & World Report, and many other media outlets.