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15 Minutes to Make Your Retirement Less Stressful?
Most people finish this in under 15 minutes—and it can reveal gaps you didn’t know existed. You’ll uncover:
✔ Hidden tax inefficiencies
✔ Income strategy gaps
✔ Misalignment in your investment structure
✔ Risks that could impact retirement withdrawals
Even successful investors can have hidden inefficiences in their financial plan.
Created by Dave Ramsey SmartVestor PRO Marshall Goins
Investment Advisor since 2008
Comprehensive retirement planning & investment management
“This checklist is for educational purposes only and does not constitute personalized investment advice.
Wealth Accelerator Checklist:
Will Your Financial Plan Hold Up in a Down Market?
Identify potential tax inefficiencies, outdated strategies, and hidden gaps — in one quick review.
Designed for professionals approaching retirement who want clarity around taxes, income, and investment strategy.
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