Retire Right · Reader Resources

Your retirement toolkit

The worksheets and guides from the book — free to use and yours to keep. Built to help you turn what you've read into a real, workable plan.

Guarding Your Legacy Checklist

Organize every important document, account, and final wish in one place — so your family always knows where everything is, when it matters most.

Open the checklist
Coming soon

Retirement Expense Plan

Map your monthly retirement expenses with built-in inflation planning — so you know exactly what your income needs to cover, now and twenty years from now.

Coming soon

More reader resources are on the way — check back as we add them.

Retire Right, Retire Now by Michael Stevens

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The next step is a complimentary Retirement Money Map — a clear, personalized look at your income, taxes, and the path to the retirement you've been reading about. No cost, no pressure.

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