Retirement Ready Checklist for GenXers
The Steps You Need To Create A Retirement Ready Plan
This checklist is your blueprint for a happy and successful retirement.
Follow these eight (8) steps, and you’ll know exactly what to focus on, what to adjust, and how to feel confident about retirement.
This Retirement Ready Checklist Is Perfect For You If…
1. You’re worried you might be missing something.
You know retirement is coming, but you’re unsure what you should actually be considering or what order the steps should go in. You want clarity, not guesswork.
2. You want guidance that is specific to moving ahead with retirement.
You don’t need another article about investing. You want guidance that helps you understand what retirement planning really involves and how it applies to your life.
3. You’re ready to be intentional instead of hopeful.
You don’t want to “just see what happens.” You want a clear path that shows what needs to shift so retirement becomes possible on your timeline.
Inside, you’ll discover:
• How to assess your current financial situation with retirement in mind
• The steps to align your spending, saving, and priorities with your retirement goals
• Where to start with knowing how much you will need in retirement
• How to lay the groundwork for creating a successful retirement
With these 8 steps, you’ll have a roadmap to guide your decisions and confidence to move forward even if you’ve struggled with planning before.
About Me
I’m Dalene Higgins, money coach and retirement strategist for Gen Xers.
This checklist is the roadmap I wish I had when I was trying to understand what really mattered for retirement. Today, it’s here to give you direction, confidence, and a place to begin.
The work I do helps women and couples build strong financial foundations so they can more easily reach retirement, but also enjoy living their life now.
My approach isn’t about perfection or extreme budgeting, it’s about clarity, confidence, and creating a system that works for your life.
Ready To Get Started?
Your retirement doesn’t have to be uncertain.
Download your Retirement Ready Checklist today and start building your blueprint for a happy and successful retirement.