August 4, 2021

Are You Ready to Retire?

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Getting ready for retirement is about more than nest eggs and vacation planning.

Retirement requires a new mindset and a new way of thinking. We have spent so much time working together to prepare you financially to retire, but “financial” readiness and “mental” readiness are both important considerations as you approach this milestone.

First, let’s take another look at the financial questions you should ask yourself:

What’s my number? How much money do I
need to live the life I want in retirement?
What are my income sources (pensions, Social Security, rental income, etc.)? Will they stay at level or inflate over time?

Beyond the dollars and cents, are you emotionally and mentally prepared to retire? Your career is a critical part of your identity. You’ve worked hard and forged incredible relationships over the years and considering retiring from that is a big decision.

Even if you and your family are financially ready to retire, have you asked yourself:


A successful retirement is more than just a financial decision. Through careful conversation and contemplation, we can work together to find the joy in the next chapter, but you don’t have to be in a hurry to turn the page. Together, we will make sure that you are prepared both financially and mentally for what’s ahead.


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Galina Berkovich, CPA
Partner/ Woodland Hills, Beverly Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000
Woodland Hills, CA 91367

Tel 818-385-0585

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Suzie Korth, EA
Partner, University Heights
DK Wealth Management LLC
4304 Park Blvd.
San Diego, CA 92103

Tel 619-295-2637

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Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619

DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills
Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. DK Wealth Management LLC and its individual partners are solicitors to Integrated, compensated for solicitor services. DK Wealth Management LLC and its individual partners do not provide investment advice. DK Wealth Management LLC and its individual partners are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

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