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Important Numbers - 2024
From IRA contribution limits to estate tax rates, the numbers you need are all here, updated for 2024.
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 for things you may need to address upon the loss of your spouse was created by a listener.
Invest in your Health: A GUIDE
The adage is true: health is wealth! Use these steps to improve your overall wellness and quality of life now and through retirement.
Lifestyle Design Worksheet
Time to roll up your sleeves! This worksheet is designed to help you collect and organize the information you need to develop your Retirement Lifestyle Plan.
Invest in your relationships: A Guide
Strong relationships can have a huge impact on your physical health and mental well-being. Here's how to nurture new ones and keep the ones you have healthy.
Above resources featured in Chapter 5 of Rock Retirement. Get the book here.
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master the in-between:
pre-tirement
Ready to quit your job, but not necessarily stop working? Discover your options—and a whole new way to "pre-tire."
income impact
workbook
In retirement, income takes many forms. Use this workbook to keep track of every single one.
skill development:
A Guide
Keep your skills fresh (and your mind challenged) with these tips on how to pivot your way to a rewarding retirement.
I hate to budget
workbook
Welcome to a spreadsheet-free way to manage your cashflow, save time, and save for retirement (and so many other things!).
Invest in Your Network
Discover Roger’s suggestions and some surprising resources for building a professional network.
Above resources featured in Chapter 6 of Rock Retirement. Get the book here.
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Build your net worth workbook
A simple way to track your financial progress, your net worth statement is a financial narrative of where you've been, where you are, and where you could go.
finding a trusted advisor: Worksheet
Not all financial advisors are created equal. Use this worksheet for what to look for, what to ask, and what to do next.
Above resources featured in Chapter 7 of Rock Retirement. Get the book here.
Free downloads = free(d) time.
smart sprint worksheet
Learn how setting short-term goals to accomplish long-term objectives. It's like interval training for your financial health.
"Little Conversations" Checklist
Turn hard talks into good talks by approaching them as a team. From personal goals to net worth, these worksheets get everyone on the same page(s).
Above resources featured in Chapter 9 of Rock Retirement. Get the book here.