Most people think a full bank account means full retirement readiness, but it’s just the beginning. In this episode, Scott outlines the three essential keys you must consider before retirement. These points will help you determine whether you’re set for a smooth, confident transition or if there are gaps you still need to address.

Find out how to assess your readiness using our practical 1–10 scoring system to help you identify exactly where you stand.

Here’s what we cover in this episode:

📊 Three critical levels of retirement readiness

🏖️ Why financial plans need lifestyle plans, too

📝 How to self-assess with the 1–10 system

📈 Real client stories of smooth (and rocky) retirement transitions

Read the Retirement Manifesto Article: https://www.theretirementmanifesto.com/3-levels-of-retirement-readiness-where-do-you-stand/ 

Check out the scale for assessing your plan: https://listentoscott.com/wp-content/uploads/2025/04/Assement-Document-PDF-Version.pdf

💼 Want expert help in planning for your financial future?

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📞 Call us: 913-393-4724

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📚🛠️ Check out Scott’s book, Exceptional Retirement, and Retirement Toolkit

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Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.

Here’s what we discuss in this episode:

📉 Outliving assets: why it tops the list

🏥 The overlooked risk of healthcare costs

💬 Why income planning matters more than portfolio size

🔍 The real reason so many people want to keep working

Check out the article here: https://www.fa-mag.com/news/retirement-planning-survey-2024-80450.html 

Schedule a 15-minute consultation:  https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of “Rounding Third:”  http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

slee@erg-slc.com