Most Americans are behind on essential retirement preparation, and missing key pre-retirement goals can create long-term financial risk. In this video, we cover the nine critical retirement milestones you should achieve while still working, including eliminating high-interest debt, maximizing catch-up contributions, and securing proper healthcare and insurance coverage.

We also explore legal and lifestyle planning, from completing estate documents to testing your retirement budget and developing a clear post-career purpose. These goals build a resilient retirement foundation, reduce financial stress, and help you confidently transition from work to a fulfilling retirement.

If you want a personalized assessment of your retirement readiness and step-by-step guidance to achieve all nine goals, complete the questionnaire in the description below. You’ll receive a detailed video showing exactly how to fast-track your preparation before leaving the workforce.