ChooseFI · Monday, October 26, 2026
Fritz Gilbert shares his presentation from the Economy conference, outlining a 20-step checklist to prepare for the final three years before retirement. He emphasizes that 75% of the steps are non-financial and focus on building the lifestyle, mindset, and purpose needed for a successful post-career life.
“Fritz put together a list of 20 things he believes you should do before you leave work. And what immediately jumped out to me is that only five of them are financially related. The other 15 are about everything the spreadsheets cannot solve.”
“These are really specific steps and interestingly, There are only five of them. Five of the 20 are financial related. The remainder, 75% are non-financial.”