A Checklist For Your Retirement Planning

Jan 20

It’s never too early to start planning for retirement. Here are essential steps to help you secure your financial future:

1. Assess your current financial situation—compare your income and assets to your expenses and debts.

2. Contribute to your employer-sponsored 401(k) and maximize contributions over time.

3. Take advantage of IRA contributions and tax benefits.

4. Work on reducing your debt before retirement.

5. Review your insurance policies for adequate coverage.

6. Estimate your retirement income from pensions, Social Security, and annuities.

7. Adjust your budget for expenses that may change after retirement, like healthcare and travel.

By following this checklist, you’ll be better positioned to meet your retirement goals and enjoy a secure future.

In 2010, I started my career in financial services.

Making phone calls for independent advisors in Austin, TX, I quickly found myself drawn to the work.

By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.

Over the years, I helped people at every stage of life:

Those just starting out.

Those at the end of their journey, focused on legacy.

And everyone in between.

Through it all, I prayed.

Prayed for God to guide me toward the most purposeful work I could do.

Eventually, it became clear—

My biggest impact would be helping people transition into retirement.

By creating secure, reliable plans, I could help people:

Feel confident.

Transition comfortably.

And focus on what matters most: faith, family, fitness, fun, and fulfillment.

That’s why I founded Retire With Swan.

We don’t just focus on numbers.

We focus on people.

To make the retirement transition easier, faster, and more transformational,

I crafted the Swan Song System and GRACE Framework.

These systems simplify the complexities of retirement planning.

They help you clarify your goals, protect your income, and build a roadmap to peace of mind.

If you’re planning your transition into retirement, I’d love to help.

And remember:

It’s never too late—or too early—to better plan your exit.

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