1. Does your plan tell you how much income you can draw for as long as you live?
  2. Are you concerned about running out of money before you die?
  3. How can you be sure that you can really retire?
  4. How much of your money should be at risk?
  5. How are you protected against a bear market?
  6. How much can you afford to lose before you have to go back to work?
  7. How much of your IRA should you convert to a Roth?
  8. Have you minimized the taxes you pay?
  9. Are you taking too much risk?
  10. Are your assets protected, and do you have liability coverage?
  11. What is your financial loss if your spouse pre-deceases you?
  12. Could your Will destroy relationships of your beneficiaries after you are gone?
  13. Should you have a living will or a power of attorney healthcare?
  14. Should you have a trust?