Free downloadable guides that go with each episode of
The Healthy, Wealthy, and Connected Retirement
Retirement readiness cannot be measured by an account balance alone. This guide makes the case that a plan should support your health, relationships, and community too, then hands you the Ordinary Tuesday Test: picture one normal day in retirement, in enough detail that your financial plan has a job.
Every meaningful retirement plan starts with honest answers to the same three questions: how much can I safely spend, how do I keep taxes from eating into my IRA and 401(k), and is my portfolio built for the retirement I want. Each one comes with a short checklist to work through.
Every guide is free — just tell us where to send it. Have a question the guide didn't answer? Send it over. Jesse reads every one, and good questions have a way of becoming episodes.
Each one fits on a single page on purpose: something you can actually finish in a sitting, not a report that sits in your downloads folder.
The one point from the episode worth remembering, written out plainly so you don't have to scrub back through the audio to find it.
Short checklists and prompts with room to write your own answers, so the guide comes out of it filled in rather than just read.
Prompts worth raising with your spouse, your accountant, or your advisor. The point is to start the conversation, whether or not that advisor is us.
The guides are the summary. The episodes are the conversation: health, wealth, and staying connected to the people and passions that make the next chapter worth planning for.
▶ Listen NowThe Retirement Insight Assessment takes the ideas in these guides and runs them against your actual tax picture, portfolio, and spending plan.
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