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'I'm excited to share my Roadmap to Retirement with you - it's easy step by step actions and ideas are simple to put into practice, so you can create a retirement you’ll love, without the uncertainty."
Sue Scarlett, Founder of Heydays
‘Thought provoking with strategies to plan for retirement.’ JANICE, 56
'Helped me understand some of my fears and identify strategies to overcome them’ RUTH 63
'Like a breath of fresh air…full of energy and infectious enthusiasm…the exercises were helpful.' JOYCE, 60
In this Free Roadmap, I’ll share:
MY STEP-BY-STEP GUIDE
Learn what steps you can take and when, to make sure you are prepared for your next chapter. Ranging from 3 years before to 3 months afterwards. Logically ordered activities will take the stress out of planning and allow you to enjoy this process.
LEARN THE 3 AREAS OF FOCUS
I’ll share with you 3 key aspects to retirement planning that you can start action even 3 years before retirement., giving you confidence you've got everything covered!
FIRST 2 MONTHS OF RETIREMENT
The first few months of retirement can seem like a breeze when you're working but for many people the actual experience is a rocky one. Here are my tips on what to do with your first months in retirement to adjust easily.
EASY 'PLAN B' STRATEGY
We all want retirement to go well, but sometimes life throws up the unexpected. Having a plan B is going to make a difference to your peace of mind as you prepare. I’ll show you how you can create one easily.
Frequently Asked Questions
"I’ve got enough money to retire, what help will the Roadmap to Retirement be?"
Congratulations! It’s great that you have prepared financially for retirement. Whilst finances are a large part of preparing to retire, there are other aspects to consider that can also make a significant difference to your retirement satisfaction. The Roadmap to Retirement looks at aspects such as your sense of purpose through work and contribution / volunteering; your recreational activities and your physical and emotional wellbeing. These elements of the Roadmap will assist you to balance out and complete your preparation for a great retirement.
"I’m planning to retire but my partner is not. Is the Roadmap to Retirement still relevant?"
Yes, you can use the Roadmap to Retirement as a basis for discussing with your partner about what you have in mind, for your retirement lifestyle and how it will impact them. It may also assist your discussions about when your partner will retire.
"I’m retiring in the next 6 months and I haven’t started to prepare – is it too late start?"
It’s never too late to start! You can use the Roadmap checklist to decide what actions you’d like to prioritise (rather than trying to do them all in a compressed time!). You will be able to identify some steps that you want to take, but that are not urgent for you. These could be tasks to do in the period after you’ve retired. Alternatively, the checklist may make you rethink your retirement date!
"I’m not sure when to retire, can this help me decide?"
The Roadmap to Retirement gives you ideas about steps you can take to prepare for retirement. It will give you a sense of how close retirement is for you. By using the Roadmap checklist you can estimate how long it will take you to action the steps that are relevant for you. You may find you have taken quite a few steps and are closer to being ready to retire than you think!