Created: January 31, 2021
Modified: September 20, 2022

Are You Ready to Retire?

Joel Johnson, CFP® and Kara Sundlun discuss the questions you must ask when you are approaching retirement and debating a relocation. With help from the Retirement Relocation Checklist, you will find out if you are ready to retire and if uprooting in retirement is right for you.

Some questions to think about:

  • What will you miss from work? Some people will miss the socializing aspect that comes along with going to work. Work colleagues often become great friends and it can be difficult to cut that daily interaction. Others will find that they would miss the actual work they do, and therefore decide not to retire just yet.
  • Do you have hobbies or interests to fulfill your time? Having something to look forward to in retirement is necessary. You will have much more free time, and you’ll want to spend it doing something that you enjoy. This is also a great time to pick up new hobbies or try something that you previously didn’t have the time to.
  • How does your partner feel about you being around more? Partners do not always have the same hobbies or ideas of fun. Talk to your partner or spouse about any challenges or differences you may face during your time at home together. When you are no longer going to work, you will inevitably see your spouse more often. It can almost feel like getting to know each other all over again. Having an understanding in your partnership or marriage will allow for an easier transition.
  • What will make you excited to get up each day? Consider the things that you will do in retirement. Some people may decide to go back to work to pursue a second career while others will want to relax and spend time with their loved ones.
  • Sandy and Thomas C.
    Sandy & Thomas C. are clients of Johnson Brunetti and received no compensation for their statement.

    “We always felt our financial needs were in very capable hands. Alex Angst is great to work with. Our advisor always made us feel he had our best interests at heart and explained things so we could understand them.”

  • Robert G.
    Robert G. is a client of Johnson Brunetti and received no compensation for his statement.

    “We’ve been clients of Johnson-Brunetti for > 10 years. We’re enjoying a comfortable retirement as a result. Many thanks to Joel and our CFP, Eric Hogarth. I wish we had plugged into this decade approach back when we were in our 30s.”

  • Lisa D.
    Lisa D. is a client of Johnson Brunetti and received no compensation for her statement.

    “Working with Johnson Brunetti has had a positive impact on my life by providing me with the knowledge, confidence, and peace of mind to move forward with my retirement plans. The process of getting to this point, through their guidance, has been informative and pleasurable.”

  • Ken D.
    Ken D. is a client of Johnson Brunetti and received no compensation for his statement.

    “I view your company as one that puts my interests first. I think that is very uncommon and very refreshing. “

  • Jeanne P.
    Jeanne P. is a client of Johnson Brunetti and received no compensation for her statement.

    “Matt does an awesome job! So easy to understand and he listens to our concerns and addresses them! happy I chose your firm!”

  • Anonymous
    This testimonial was provided by a client of Johnson Brunetti and received no compensation for their statement.

    “I have been pleased with the help and service I have received from the company. I have met several team members on Eric’s team and have found all of them very well prepared to meet with me when reviewing my portfolio. I always feel that I am an important customer and appreciate that very much. I hope the firm continues to focus on the customer and maintains its great service. I think you do a great job for someone like me!!!! I’m happy I chose your firm!”

    Johnson Brunetti
    Welcome to Our New Website!
    Everything was designed with you in mind, making our retirement planning resources more easily accessible to you.
    Check out your new resource center, where everything can be organized by article type or topic
    Are you ready to speak with a financial advisor?
    Johnson Brunetti

    Investment Advisory Services offered through JB Capital, LLC.
    Insurance Products offered through JN Financial, LLC.
    Atlanta • Boston • Hartford | Tel: 800-208-7233

    JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

    JB Capital's Form ADV | Disclaimer | Privacy Notice | Client Relationship Summary

    *Information about our Affiliation with the UConn Huskies

    Johnson Brunetti is a sponsor of WFSB Better Money, WCVB Better Money Boston, WSB-TV Better Money Atlanta, WTNH Money Wisdom, and WTIC Money Wisdom.