Track Your Spending Before Retiring — Here’s Why

Are you thinking about retiring soon?

Before you focus only on your savings, there’s one step that can make or break your retirement plan: understanding your spending.

In this video, we talk about why tracking your expenses before retirement is so important. Your income strategy needs to support your real lifestyle—not an estimate or guess. When you know exactly what you’re spending on a monthly and annual basis, you can retire with greater clarity and confidence.

You’ll learn:

• Why spending awareness matters more than most people realize
• How to identify essential vs. discretionary expenses
• The importance of knowing your true monthly and annual spending
• How tracking now can help prevent stress later

Even a few months of intentional tracking can give you powerful insight into what retirement will truly cost. If you’re preparing for retirement and want to feel confident about your next chapter, this is a great place to start.