EPISODE · May 15, 2025 · 20 MIN
76 - What to do When You Are One Year From Retirement
from Peeling Back Money and Life · host Casey Redmond and Mike Dunlop
In this essential episode, we guide you through the critical steps to take when you're just one year away from retirement. We'll cover everything from finalizing your financial preparations to managing the emotional transition from work life to retirement.Key topics we'll discuss:How to lock down your retirement budget and income strategyEssential checklist items for your final working yearPractical steps for transitioning away from workplace benefitsStrategies for testing your retirement lifestyle before making the leapTips for managing the emotional aspects of this major life changeWhether you're planning your own retirement or helping someone prepare for theirs, this episode provides actionable steps to ensure a smooth transition into this exciting new chapter of life.ResourcesEpisode 44: "7 steps to setting up a paycheck in retirement" - Detailed guide for retirement income planningPassword Managers: LastPass, BitwardenPrevious Episodes: Episode 74: Planning 10 years before retirementEpisode 75: Planning 5 years before retirement
What this episode covers
In this essential episode, we guide you through the critical steps to take when you're just one year away from retirement. We'll cover everything from finalizing your financial preparations to managing the emotional transition from work life to retirement.Key topics we'll discuss:How to lock down your retirement budget and income strategyEssential checklist items for your final working yearPractical steps for transitioning away from workplace benefitsStrategies for testing your retirement lifestyle before making the leapTips for managing the emotional aspects of this major life changeWhether you're planning your own retirement or helping someone prepare for theirs, this episode provides actionable steps to ensure a smooth transition into this exciting new chapter of life.ResourcesEpisode 44: "7 steps to setting up a paycheck in retirement" - Detailed guide for retirement income planningPassword Managers: LastPass, BitwardenPrevious Episodes: Episode 74: Planning 10 years before retirementEpisode 75: Planning 5 years before retirement
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76 - What to do When You Are One Year From Retirement
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