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Retirement
Toolkit
Everything you need to start your retirement journey.
About This Toolkit.
..
STEP 1
The Retirement Scorecard
For you to do
Find Out How Ready For Retirement You Are
For you to listen to
Listen to Carl Richards in Ep 10 of The Humans vs Retirement Podcast
STEP 2
Values
For you to do
Life Planning Exercise
For you to listen to
Listen to George Kinder in Ep 20 of The Humans vs Retirement Podcast
For you to read
"Unleashing the Power of Life Planning: The George Kinder Approach To Planning Your Retirement"
STEP 3
Purpose
For you to do
Ikigai Exercise
For you to read
Ikigai: The Japanese Secret to a Happy, Healthy, and Wealthy Retirement
STEP 4
Vision
For you to do
Vision Exercise
For you to watch
How To Build Your Retirement Vision Webinar
For you to read
"Retiring with a Bang: Harvard's 85-Year Study Unlocks Secrets to a Long and Happy Life"
STEP 5
Spending & Income
For you to do
Create Your Spending Plan
Put Together Your Income Strategy
For you to listen to
Listen to Abraham Okusanya in Ep 4 of The Humans vs Retirement Podcast
Listen to Wade Pfau in Ep 15 of The Humans vs Retirement Podcast
For you to read
Will I Run Out of Money Guide
Retirement Income Sustainability Guide
From 4% Rule to 8% Fool: Unleashing Your Inner Retirement Spending Rockstar
STEP 6
Planning
For you to do
How Are You Going To Spend Your Time Exercise
Your Retirement Profile Exercise
For you to read
Preparing For a Modern Retirement Guide
"Die with Zero" - Maximising Life's Value!
For you to listen to
Listen to Roger Whitney in Ep 13 of The Humans vs Retirement Podcast
For you to watch
The 3 Phases of Retirement Webinar
STEP 7
Tax, Gifting & Legacy
For you to do
Gifting & Legacy Exercise
For you to watch
Don't Leave HMRC a Tip Webinar
For you to read
Later Life Planning & Care Guide
Leaving an Inheritance vs Gifting Guide
Give Your Money Away With A Warm Heart, Not A Cold Hand!
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