Before You Start

You don't need to be a financial expert to start planning for retirement, but having these basics in place will help you get the most from our program.

• Basic understanding of your current income and monthly expenses
• Access to recent bank statements and any existing pension information
• Clear idea of when you'd like to retire (even if it's approximate)
• Willingness to be honest about your current financial situation
• Commitment to spending 2-3 hours per week on learning activities
• Notebook or digital device for tracking progress and taking notes

Our approach focuses on practical, actionable steps rather than overwhelming theory. Here's what your learning experience will look like.

These proven approaches will help you maximize your learning and create a retirement plan you can actually stick to.

• Set aside specific times each week for retirement planning - treat it like any important appointment
• Start gathering your financial documents now, even if they seem scattered or incomplete
• Be prepared to challenge assumptions about retirement - you might discover new possibilities
• Focus on progress, not perfection - small, consistent steps lead to significant results
• Don't hesitate to ask questions or seek clarification when concepts aren't clear
• Consider involving your spouse or partner in key discussions and decisions
• Remember that retirement planning is personal - what works for others might not work for you