EPISODE · Dec 17, 2025 · 40 MIN

Pre Retirement Checklist Christmas Edition

from Informed Decisions Independent Financial Planning & Money Podcast

In this week's podcast - Your Essential Pre-Retirement Checklist Retirement starts long before you hand back the laptop or walk out of the office for the last time! The real work happens in the final decade, when you bring everything together; pensions, savings, tax, debts, lifestyle, and the practical bits that make life run smoothly. This pre-retirement checklist Ireland will hopefully give you a clear, practical path that helps you can step into the next stage with clarity and confidence (not a big ask is it!?). What we'll explore in this week: • How to calculate your retirement number • How to review pensions and income sources in an Irish context • How to tidy up investments without derailing long-term returns or compounding • The key tax and admin tasks to complete before leaving work • When professional planning adds value   I hope it helps