[FREE] Checklist: 3 Pillars of Successful Retirement Plans

[FREE] Checklist: 3 Pillars of Successful Retirement Plans

The decisions we make now, define our retirement lifestyle and our ability to retire successfully. I realize this is a loaded statement because defining ‘retirement’ and ‘successful’ is different for everyone. However, we can all agree the time period before and after deciding to stop working a career position full-time is critical.

Many opt to do nothing. Put it off “just one more week,” or wait until you really need to do it (unfortunately it could be too late).

Sound familiar? We put things off that don’t feel important now … always waiting to the end of the wire. What I like to call ‘financial procrastination.’

Unfortunately, we simply can’t afford to do that with our retirement.

Every decision we make (or don’t make) now has a bigger and bigger ripple effect as our work-optional date gets closer.

I’ve witnessed this level of regret time and time again. People wishing they took action sooner, because in hindsight it was actually quite easy, fast, and painless!

Receive this as a supportive and gentle nudge that will help you kick-start your fast approaching work-as-an-obligation-free life.

By setting aside just a few minutes to complete these simple “thought exercises,” you’ll be well on your way to crafting a pleasant and enriching retirement reality!

Isn’t that what we’re all working toward anyway?

I bet after you read this guide and checklist I put together, you’ll feel:

  • Relieved and excited about your traditional-work-free life

  • Confident and clear about your retirement future

  • Incredibly fortunate that you didn’t wait until it’s too late

See, there are 3 pillars to a successful retirement plan, but I’ve found that people either overlook these simple steps, or simply put off addressing them until it’s too late.

Think of it like a 3-legged stool.

You could have 2 legs that are stable as an oak tree, but if 1 leg isn’t fastened properly, it could come toppling over at any minute.

Your retirement plan is the same way. All 3 pillars need to be solid, have a stable foundation, and be fastened together properly.

Do you have all 3 of these bases covered?

I’ll help you find out inside this quick read: a guide and checklist I put together that will help you get the retirement clarity you need.

Carve out a few minutes to go through the 24 thought exercises (by yourself or with your loved ones) to find out if you’ve overlooked these common “blind spots” in your retirement plan.

If you have any questions, comments, or want to share an insightful moment you had, feel free to reach out.

Last Chance to Download: Download: The 3 Pillars of Successful Retirement Plans: A Simple Checklist to Kick-Start Your New Work-Free Life

Wishing you a prosperous retirement!


Eric Maldonado, CFP®, MBA, CKA®
Aquila Wealth Advisors
San Luis Obispo, CA

P.S. I invite you to share this guide to any friends, family, or colleagues that are approaching retirement in the next 3–10 years. This seemingly simple gesture may help them craft their dream retirement, and I’m sure they’ll thank you for it!

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