Your retirement countdown begins years before your last day of work. As your retirement date gets closer, the planning priorities change. Whether your retirement is 25 years away or just around the corner, knowing what to focus on now can help you make smarter decisions and feel more confident about what’s ahead.
In the video miniseries Your Retirement Countdown, Morningstar’s Christine Benz breaks the retirement planning journey into four key stages: 25 years away, 10 years away, three to five years away, and one year away or less. In each episode, she shares the priorities that can have the biggest impact at that stage, from maximizing your income while working to estimating your in-retirement spending.
What’s on Your Retirement Countdown Checklist?
Retirement planning can feel overwhelming, but it doesn’t have to be. Each video features a simple five-step checklist to help you focus on what matters most right now. No matter where you are on your retirement countdown, you’ll walk away with clear, actionable steps to strengthen your plan and achieve the retirement you envision.