Retirement Lifestyle Prioritizer
Retirement gives you something rare: real choice about how you spend your time and money. This worksheet helps you get clear on what matters most to you—so your spending plan reflects your actual priorities rather than assumptions or habit. Complete this individually, then compare with your spouse o
🏖️Post-Retirement Transition & MindsetRetirement gives you something rare: real choice about how you spend your time and money. This worksheet helps you get clear on what matters most to you—so your spending plan reflects your actual priorities rather than assumptions or habit. Complete this individually, then compare with your spouse or partner if applicable.
Part 1: Priority Ranking
Rank each category from 1 (most important) to 10 (least important). Be honest—there are no right answers.
Part 2: Spending Alignment Check
Now look at your current (or projected) retirement budget. Does it reflect your top priorities? Fill in your monthly estimate for each category.
Part 3: Reflection Questions
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