u/Pleasant_Ad_9259

Switching from saving to withdrawing has been harder than we expected. We finally hit our number and retired, but now I’m unsure what kind of monthly or yearly reviews I should be doing. We’re already handling things like Roth conversions and keeping a healthy amount of cash or cash‑equivalents, but I’m used to the structure of quarterly business reviews to make sure everything stayed on track.

What should a solid retirement portfolio review actually look like? I’m hoping for something mostly automated and not too time‑consuming.

ETA. Longer term, I'd like to document my plan and let my adult children know what we do so they could step in if needed.

Switching from saving to withdrawing has been harder than we expected. We finally hit our number and retired, but now I’m unsure what kind of monthly or yearly reviews I should be doing. We’re already handling things like Roth conversions and keeping a healthy amount of cash or cash‑equivalents, but I’m used to the structure of quarterly business reviews to make sure everything stayed on track.

What should a solid retirement portfolio review actually look like? I’m hoping for something mostly automated and not too time‑consuming.