About the Checklists

Life is busy, and it’s easy to put off things that don’t immediately impact our lives.  We know it may be a long road, so pushing things out is easy. However, delays in some decisions and actions can cause problems as you reach age 50 and beyond, especially the “retirement” years.  The reality is that retirement stewardship begins the day you get your very first paycheck!

The checklists I have provided here as recommended action items are the critical steps you should take during each stage of life to steward your resources for retirement effectively.  Although there is a significant focus (in terms of the details) on those aged 50 and beyond, there is also information here for younger people about what they need to do to get to age 50 as well prepared financially as they can be. (Some financial experts would argue that what you do BEFORE age 50 is more important than what you do AFTER age 50 in terms of succeeding in your retirement stewardship!)

Most of the checklist items will be discussed in greater detail in other articles and posts on this website, and we will provide links to them on this page once the articles have been published. If you haven’t already, before you start working through the checklists, read my free eBook, “15 Principles of Retirement Stewardship,” to establish a solid Biblical foundation.

Some of the action items listed here may not apply to everyone, and you may take some at a different time than I recommend.  However, I strongly suggest you look at them and then decide what might be appropriate actions for you soon. If you are a little older, you might also examine the actions recommended for people before age 50 to make sure you haven’t overlooked something important in the past. In most cases, it’s never too late to make sure you complete all the items necessary for your life after 50, even if it would be better if they had been completed sooner.

Here are the links to the checklists, or you can access them from the drop-down menu under “Checklists” on the main navigation bar above.