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March 17, 2025 15 mins

Planning to retire? Announcing your retirement isn’t as simple as picking a date and telling your boss—it’s about strategy, timing, and setting yourself up for success. In this episode of Early Retirement Roadmap, I’ll guide you through the complete retirement announcement process, so you can make a smooth, professional transition.

🌟 Here’s what we’ll cover: ✅ Choosing a date keeping tax benefits, health insurance, and bonuses 📅💰 in mind ✅ How to maximize PTO payouts and avoid leaving money on the table 🏖️ ✅ How much notice to give (and why too much can backfire) 🚨 ✅ How to handle your boss’s reaction and preparation 🤯 ✅ What to expect from co-workers’ reactions and how to respond—from excitement to skepticism 🤔 ✅ The importance of planning ahead for a stress-free, rewarding exit 🚀

I’ll also share some of my personal experiences announcing my early retirement at 55. 

🔔 If you found this helpful, please subscribe & leave a review! 🎥 When you’re not on the go, check out Mike’s Early Retirement Roadmap YouTube channel for more insights and inspiration.  And for my real life stories and experience in early retirement, check out my Youtube channel Early Retired & Real. 

☕ Enjoyed this show? Support me! Buy me a cup of coffee here!  🌐  Visit MikeUpland.com – Connect with Mike & explore retirement resources

🚀 Make your retirement announcement with confidence!

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