Most people think a full bank account means full retirement readiness, but it’s just the beginning. In this episode, Scott outlines the three essential keys you must consider before retirement. These points will help you determine whether you're set for a smooth, confident transition or if there are gaps you still need to address.
Find out how to assess your readiness using our practical 1–10 scoring system to help you identify exactly where you stand.
Here’s what we cover in this episode:
📊 Three critical levels of retirement readiness
🏖️ Why financial plans need lifestyle plans, too
📝 How to self-assess with the 1–10 system
📈 Real client stories of smooth (and rocky) retirement transitions
Read the Retirement Manifesto Article: https://www.theretirementmanifesto.com/3-levels-of-retirement-readiness-where-do-you-stand/
Check out the scale for assessing your plan: https://listentoscott.com/wp-content/uploads/2025/04/Assement-Document-PDF-Version.pdf
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
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📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
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#retirement #retirementplanning
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