Retirement is a huge transition, much like getting married or having kids.

And just like those other life events, it takes preparation.

Financial professionals tend to focus all their attention on the money side of things. (It’s what we’re paid for, after all.) But the people who are typically the most successful in retirement think beyond the bottom line to the other changes and challenges they might struggle with in their new lives.

So, before you trade in your ID badge for a fishing rod or tennis racket, ask yourself these questions to help prepare for retirement:

By taking a holistic and proactive approach, you’ll be giving yourself a better shot at being happy and healthy in your golden years. Don’t settle, and don’t base your future on hope. Figure out what your retirement dream is, and go get it!

Ken Heise is an Investment Adviser Representative with Investment Advisory Services offered through Global Financial Private Capital, LLC. He is co-founder and president of the Heise Advisory Group and is a Registered Financial Consultant and insurance professional.

Kim Franke-Folstad contributed to this article.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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