Everything I have made to help you put the ideas in this publication to work. All free, and all yours already as a subscriber. Grab what you need.
Start here: find your next move
"What Step Am I On?" worksheet — Download
Answer 10 quick questions and see exactly which financial move to prioritize right now, from your 401(k) match to a backdoor Roth. It pairs with The 10 Steps to Life Changing Wealth, the framework behind this publication.
Calculators
Retirement number and RMD projector — Open in Google Sheets (it will ask you to make your own copy)
Plug in your spending to see your retirement number, adjust the withdrawal rate to see how the math changes, and project your Traditional balances forward to check whether large required minimum distributions are in your future. Takes about 2 minutes.
Traditional vs. Roth 401(k) calculator — Open in Google Sheets (it will ask you to make your own copy)
Enter your income, state, contribution amount, and expected retirement spending to compare lifetime taxes under each option, including a test for higher future tax rates. Takes about 5 minutes.
Down payment vs. market calculator — Download the Excel file
See what your house down payment could have grown to if you had invested it in the stock market instead.
Checklists
SHORE Readiness checklist — Download
Score yourself across the five areas that matter most when shifting from saving to retirement. Use it to see where you stand today.
---
Want something else or a link not working? Reply to any email from me and I will send it your way.