Retirement Road Map – Nawal Hasan

My Retirement Roadmap Planner

Complete each step to build your personalized plan

1. What is your estimated retirement date? 2. How many years remain until retirement? 3. What is your current perception of retirement?

1. What assets do you currently own? (Cash, investments, properties, etc.) 2. Are any assets mortgaged or pledged? If yes, list details. 3. What debts and liabilities do you have? (Loans, credit cards, family debts, taxes.)

1. List every loan: amount, reason, installments, balance, payment date. 2. Will any loan extend into your retirement? 3. Are you currently a guarantor on anyone else's loan?

1. How many credit cards do you have? 2. What is your total outstanding balance? 3. Are you paying full balances monthly or minimum payments?

1. How much are you saving monthly? 2. Are your savings automatic or manual? 3. Do you save before or after spending?

1. Do you currently have investments? (Real estate, stocks, bonds, etc.) 2. What percentage of your income do you invest? 3. What fears stop you from investing more?

1. What regular physical activity will you commit to? 2. Do you have any chronic conditions? How will you manage them? 3. What healthcare coverage do you have today?

1. How do you feel about losing your career identity? 2. Who is in your emotional support circle? (List 3–5 people.) 3. What hobbies or calming activities help you relax?

1. What hobbies or interests have you postponed and want to start now? 2. What new skills or courses do you want to explore? 3. What community groups or clubs could you join?

1. Are your parents financially dependent on you? 2. Do your parents have passive income, health insurance, or assets they can utilize? 3. How can you work with siblings to share parental care expenses?

My Retirement Roadmap Planner

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