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Know what’s actually worrying you before you walk in the door.

Most people show up to a first retirement conversation with a vague sense of unease. This checklist turns that into eight specific, ranked concerns, the exact ones Steven hears most from New Smyrna Beach retirees.

Fill it in at your kitchen table in about five minutes. Bring your ranked list to your first visit, and the conversation starts where it actually matters to you, not a generic script.

• Eight concerns real retirees rank highest, not generic financial-industry talking points
• Takes about five minutes, no financial jargon required
• Turns a vague worry into a specific, written starting point for your first visit