Retirement Toolkit

Get instant access to our Retirement Toolkit plus updates
when I post new articles to the site.  Subscribe for free below.

What’s in it?

  • 5 Page Retirement Countdown Checklist
  • Retirement Budget Worksheet
  • 8 Habits of Successful Retirees Poster
  • Annual Estate Plan Review Checklist
  • Annual Retirement Review Checklist
  • Social Security Timing Calculator
  • Time Budget Worksheet
  • Medicare Guide
  • Social Security Guide
  • Estate Planning Guide
  • 10 Questions to Ask Your Spouse Before you Retire
  • Annual Review Questions for Your Adviser
  • ‘Someday’ is Here! Poster
  • Financial Checkup Checklist
  • 40 Lessons for Retirement and Life

7 Reasons to Subscribe

  1. Never miss new content.  Subscribers get the latest articles delivered directly to their In Box.
  2. The Toolkit is loaded with worksheets, checklists and guides to help you plan your retirement (with new stuff added regularly).
  3. Did I mention it’s totally free?
  4. No one hates spammers more than me.  Your information will never be shared with anyone.  A-N-Y-O-N-E.
  5. As John Wooden said, “Little things make big things happen.”  Subscribe and you’ll be making a little progress each week toward the retirement of your dreams.
  6. I periodically have “subscribers only” contests and giveaways.  In the past that has included things like books, one-on-one coaching and a free Kindle.
  7. If you decide it’s not for you, just hit “unsubscribe” anytime.

A quick summary: You get a bunch of free stuff.  I get an awesome new reader.
We all go to the beach and sip Mai-Tais.

Ready?  Just enter your email and click submit.