When’s the right time to retire? Most people plan the financial side down to the dollar — and forget to plan for everything else. The Retirement Readiness Checklist covers the part of retirement no one talks about: your health, your routine, and your day-to-day life once the working years end.
This one-page checklist walks you through ten practical steps for a healthy retirement: identifying hobbies that keep you active, locking down a routine, thinking through where you’ll live, budgeting realistically, and making an actual plan for how you’ll spend your time. It also nudges you toward the bigger conversations — creating an emergency plan, completing your care planning (will, power of attorney, healthcare proxy), prioritizing your bucket list while your health is at its best, decluttering, and deciding whether a next career or volunteering is part of your picture.
Each tip includes a checkbox, so you can work through the list at your own pace and see your readiness take shape. Use it on its own, or as a starting point before diving into the deeper Aging Together planning workbooks.
Retirement should be something you step into on purpose — not something that just happens to you. Start checking the boxes.
(1 page, PDF, © Aging Together)
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