A plain-English guide to the topics worth thinking through — and a starting point for a conversation.
We put this together because retirement planning can feel like a lot to navigate on your own. There's no shortage of information out there — but information alone doesn't always bring clarity.
This checklist covers the eight areas we find most useful to think through before or during retirement. It's not a test. It's not a to-do list. It's simply a way to notice where you feel confident and where you might have questions.
Those questions are exactly what we're here for. If anything in here prompts a "I've never really thought about that" or "I'm not sure where I stand on this" — we'd genuinely love to talk. No pressure, no obligation. Just a conversation.
like to talk through?
Whether you checked every box or found yourself pausing on many items, a 30-minute conversation may be valuable to you.
Bring your questions — whatever is on your mind — and we'll talk.
No slides, no pitch.
This checklist is for general educational purposes only and does not constitute financial, legal, or tax advice. TruMix Advisors is a registered investment advisor with the SEC.