Free 5-minute checklist
Retiring in the next five years?
Make sure the numbers actually work.
A free checklist covering the 12 things people most often miss before they give notice — from healthcare gaps to withdrawal order.
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PROJECTED SAVINGS — WITH VS. WITHOUT A PLAN
Solid line: retirees who ran a withdrawal-order plan first. Dashed: those who didn't. Illustrative only.
USED BY 3,100+ PRE-RETIREESFEE-ONLY, NO PRODUCT SALESFIDUCIARY STANDARDAVG. READ TIME — 6 MIN
What's inside
Twelve things worth checking before you give notice.
Most retirement mistakes aren't about how much you saved — they're about the order you spend it in, and the gaps nobody flagged in advance.
01
Which account to withdraw from first, and why order matters more than total balance
02
The Medicare enrollment window most people miss by a few weeks
03
Whether your current mix of accounts creates a tax spike at 73
04
How to bridge income if you retire before Medicare eligibility
05
What happens to your plan if one spouse passes first
06
The break-even math on delaying Social Security
From people who used it
What five minutes of checking caught.
"Item 3 alone saved us from a tax bracket jump we didn't see coming. Ran it past our accountant — he confirmed it."— L. Bennett, retiring 2027
"I assumed I had the Medicare window right. I didn't. Glad I checked before it mattered."— T. Osei, retired 2025
"Not a sales pitch — just a clear list. That's rarer than it should be in this space."— J. Farrow, retiring 2026
Check your own numbers before you give notice.
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