Retirement Plan Checklist

By Barber Financial Group

January 11, 2019

Your Retirement Plan Checklist

When it comes to retiring, there are a lot of potential trap doors and events you may never anticipate. Some of these financial surprises could potentially decimate your retirement. That’s the last thing you need when you’re 75 or 80 years old and it’s too late to recover.

In this video, Dean Barber discusses some of the questions from our Retirement Plan Checklist report. The Retirement Plan Checklist is designed to allow you to see all the things that you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey. This is by no means a replacement for a well thought out and executed financial plan. However, it will get you heading in the right direction.

Get Your Copy of the Retirement Plan Checklist

Follow along with Dean in the video by downloading your copy below.

Once you have reviewed this checklist, I invite you to discover our proprietary Barber Financial Group Guided Retirement System™ by scheduling a conversation with one of our planning teams. If you’re on the right track and your current plan is sound, we will tell you. If there are things we see that will help you on your journey, we can guide you through those opportunities and help you avoid mistakes.

Are you on track?

Talk to a professional!

To schedule a conversation for a no-obligation second opinion or to talk to one of our professionals regarding retirement planning, insurance, estate planning, tax planning, or Social Security click below to start the conversation.

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