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Handouts
Important Numbers - 2025
From IRA contribution limits to estate tax rates, the numbers you need are all here, updated for 2025.
Inherited IRA Rules Handout
A quick breakdown of rules that apply when an IRA is inherited.
Handout - Wisdom for Our Children
Wise quotes to pass on to our children and grandchildren from podcast listeners and members of the Rock Retirement Club.
Handout - The Pillars of Rocking Retirement
These are the pillars of retirement that you’ve heard Roger talking about on the show. Download now to read through them and find opportunities for action in your daily activities.
Handout - Questions to Ask Your Doctor
As featured in the Functional Health in Retirement series.
Losing a Spouse Checklist
This valuable reference was created by a member.
Invest in your Health
Featured in Chapter 5 of Rock Retirement
Invest in your relationships
Featured in Chapter 5 of Rock Retirement
Lifestyle Design Worksheet
Featured in Chapter 5 of Rock Retirement
I hate to budget
workbook
Featured in Chapter 6 of Rock Retirement
income impact
workbook
Featured in Chapter 6 of Rock Retirement
skill development
guide
Featured in Chapter 6 of Rock Retirement
master the in-between:
pre-tirement
Featured in Chapter 6 of Rock Retirement
Build your net worth
Featured in Chapter 7 of Rock Retirement
finding a trusted advisor
Featured in Chapter 7 of Rock Retirement
smart sprint worksheet
Featured in Chapter 9 of Rock Retirement
"Little Conversations" Checklist
Featured in Chapter 9 of Rock Retirement
Invest in Your Network
Above resource featured in Chapter 6 of Rock Retirement.
