Tools & Resources

Every calculator, worksheet, and guide in one place

The planning tools that used to live on scattered landing pages โ€” now gathered into one member resource center you can point people to.

Interactive calculators & tools

Run the numbers

Each calculator you've had built drops straight into one of these cards.

Most used

Retirement Income Calculator

See how long your savings will last, how much you can safely spend, and where the gaps are โ€” before you make a single decision.

Open the calculator โ†’

[ embed your calculator here ]
paste the tool's iframe / embed code into this block in Kajabi

Social Security Timing

Compare claiming at 62, 67, and 70 side by side.

Open calculator โ†’

Tax-Smart Withdrawal

Find the order to tap accounts and keep more.

Open calculator โ†’

RMD Estimator

Project required minimum distributions by age.

Open calculator โ†’

Medicare Cost Estimator

Estimate premiums, IRMAA, and out-of-pocket costs.

Open calculator โ†’

Retirement Budget Builder

Map income against spending, month by month.

Open calculator โ†’

Roth Conversion Modeler

Test conversion amounts against future tax brackets.

Open calculator โ†’
Worksheets & guides

Downloadable resources

Printables that pair with the courses โ€” yours to keep and reuse.

PDF

Retirement Roadmap Workbook

The full planning workbook, start to finish.

Download โ†’
PDF

Social Security Timing Worksheet

Compare claiming ages side by side.

Download โ†’
PDF

Withdrawal Order Checklist

The order to tap accounts, simplified.

Download โ†’
PDF

Medicare Enrollment Guide

Key dates and decisions, explained.

Download โ†’
XLS

Retirement Budget Template

Track income and spending in retirement.

Download โ†’
PDF

Estate Documents Checklist

What to gather and keep current.

Download โ†’

Had a custom tool built? It belongs here.

Drop any calculator's embed code into a card and it lives in one consistent place โ€” instead of being buried on separate landing pages.

You're not walking this trail alone.

Bring your questions to the monthly live call โ€” hosted right here in the Academy, with the replay saved to your Library.

Join the next live call โ†’