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The Final Year Before Retirement: What You Can't Afford to Skip
Description
Download the Companion Notes to The Retirement Course
https://ko-fi.com/s/0cba536c01
Direct links to each part of the course are shown below:
01 Your Retirement Vision - https://youtu.be/0fpNLnnIMJQ
02 Retirement Milestones - https://youtu.be/ZbmXYu9Emgs
03 Emergency Funds - https://youtu.be/gM1RGKPp3XU
04 Managing Debt - https://youtu.be/pzuGa7CjR6M
05 Budgeting in Retirement - https://youtu.be/H8o2kaAuhDI
06 Understanding Pensions - https://youtu.be/m5XB8V3Ibpw
07 Investment Strategies - https://youtu.be/9aQJk6KSr_c
08 Managing Risk - https://youtu.be/Q32mfABflLk
09 Protected Pension Age - https://youtu.be/I1h484K61y8
10 Health in Retirement - https://youtu.be/H7S5arQPZvw
11 Retirement Benefits - https://youtu.be/QXoYO-sqapg
12 Inheritance Tax - https://youtu.be/8R-Z18qFpXw
13 Tax in Retirement - https://youtu.be/_P0q21G1vZE
14 Lifestyle Design - https://youtu.be/7Wv5RysCwiE
15 Staying Active in Retirement - https://youtu.be/BAXws2nzEqc
16 Create a Plan - https://youtu.be/qjsA7uNxy_Y
Retiring is a massive milestone, but the final year can easily feel overwhelming with so much to organise. What if you could take the stress out of the transition and turn it into a simple, step-by-step checklist?
In this video, we break down your entire retirement preparation into a structured 12-month countdown timetable. From gathering your pension statements and creating a retirement budget 12 months out, to paying down high-interest debt and adjusting your investment strategy at the 8-month mark, right down to final paperwork and emergency funds in your final month—this guide ensures you arrive at retirement feeling confident, prepared, and ready to embrace your next chapter.