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As you near retirement, what are some of the steps you can take today to emotionally prepare for the next chapter in your life? So many people focus exclusively on the financial considerations, such as do I have enough money to retire? But, are your goals aligned with your spouses? Do you both view retirement the same way, and want to do the same things? And most importantly, even if you're financially prepared for retirement, are you emotionally prepared? BFSG's own Pat Powers and Paul Horn discuss key items to consider in your pre-retirement checklist. Link to a PDF of the slides: https://www.bfsg.com/marketing/2023_F... Resources mentioned: Silver Sneakers: https://tools.silversneakers.com/ Its Your Money And Estate: https://itsyourmoneyandestate.org/edu... Volunteer Match: https://www.volunteermatch.org/ #retirementplanning #wealthbuilding #saveforretirement #nearingretirement #retirementmindset #cfp #financialplanning #401k #403b #457