The Retirement Plan Checklist

To Secure a Financial Future and Retirement You Love

retirement plan checklist

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A sample of firm affiliations, clients, and publications.


In this resource, you will learn:

• The first and likely most critical step
• What you and your partner need to answer before retiring in comfort
• How to separate expenses (This will confirm you have enough money!)
• The free resource to master your money and mindset

About Annette Bau, CFP®

If you want how to retire successfully, the checklist will show you how!

Get the Checklist

about annette bauAbout Founder

Annette Bau (bah hoo), CFP® is a Certified Financial Planner™, founder of The Millionaire Insider®, and host of the Wealth Inside and Out™ Podcast. She has helped 10,000's of advisors, and coaches grow their businesses and serve affluent clients. She has been an advisor and researcher to the top 1-2% of millionaires for over 35 years. Our mission is to provide you with the insight and tools you need to create a financially free life you love. Click here to get started.