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The Center for Retirement Readiness guides you in living a deeply fulfilling life— rooted in meaning, connection, and joy—far beyond what money alone can provide.
Gain insight into the psychological and social shifts that come with leaving the workforce. In this first phase, we explore why traditional “leisure-only” retirement often falls short—and how today’s longer, healthier lifespans create new opportunities. You’ll reflect on challenges many retirees face—like boredom, anxiety, depression, and loss of identity—and discover how to turn those struggles into personal growth.
Finally, we help you turn your retirement vision into reality through practical tools, intentional planning, and daily structure. You’ll learn how to create meaningful routines, stay mentally sharp, socially connected, and emotionally grounded. Because having a strong sense of purpose in retirement isn’t just fulfilling—studies show it’s the absolute key to health, happiness, healing, and a longer, more vibrant life.
Next, begin shaping your personal vision for a deeply fulfilling retirement. This phase helps uncover your core values, passions, and aspirations for what truly matters in this next chapter of life. Through guided exercises, you’ll define what joy, purpose, and meaning look like—whether that includes giving back, pursuing hobbies, consulting, starting a business, learning, family, travel, or something all your own.
The World’s Most Comprehensive Platform for Pre and Post Retirees!
When you sign up, you’ll receive the Retirement Readiness Exclusive Bundle—a suite of invaluable retirement resources (a $997 value), at no cost, thanks to our mission and your advisor’s sponsorship.
Every two weeks, receive an easy-to-read guide with a companion Audiobook in your inbox. Each guide explores a key aspect in retirement – from finding purpose, redefining your identity, building a daily routine, nurturing relationships, and maintaining health and wellness.
Over the next couple of years, these eBooks build an invaluable library of wisdom you can refer to at any time. They’re bite-sized (so you won’t be overwhelmed) but packed with insight and practical tips to make the next chapter your most fulfilling yet.
Every other week, you’ll receive a hilariously entertaining PDF designed to leave you in stitches, rolling on the floor laughing, and yes... occasionally peeing your pants. (Sorry, not sorry!) Stories so funny they should come with a warning label.
Just what you need to beat stress, boredom, and the blues. Each issue reminds you that laughter truly is the best medicine. You’ll eagerly await your next dose of comedy gold, delivered every two weeks.
Delivered weekly, this 5-minute read is your trusted guide to designing a retirement filled with purpose, passion, and possibility. Each issue brings practical tips, proven strategies, and real stories from retirees living life on their terms. It’s the inspiration you need to take control of your next chapter—and build a life you’re excited to wake up to.
Whether retirement is around the corner or already underway, this newsletter lights the way forward. If you're ready to create a life that feels as good as it looks, this is the one email you’ll actually look forward to opening.
Cut through the noise and get crystal clear with our Retirement Readiness Checklists—100+ powerful tools to help pre and post-retirees navigate the non-financial side of retirement with confidence and intention.
Because retirement isn’t just about what you’ve saved—it’s about who you are, how you live, and what truly matters. These checklists help you design a life filled with purpose, joy, and deep connection—starting right now.
Discover what truly matters in retirement with our powerful educational video series—short, engaging lessons that go beyond finances and dive into purpose, identity, health, relationships, and fulfillment.
These aren’t lectures—they’re eye-opening, energizing, and packed with real-life wisdom to help you design a life you love. If you’re ready to thrive, not just coast, this is where your next chapter begins—with clarity, confidence, and renewed purpose for the journey ahead.
Rediscover who you are beyond your job title with thoughtful tools like the Personal Vision Statement Builder, Core Values Discovery Exercise, Bucket List Brainstorm Sheet, and Life Vision Worksheet. These self-assessments help you clarify what truly matters and what lights you up in this next chapter.
Build on those insights with the Second Act Goal Setting Blueprint, Design Your Ideal Day Worksheet, and the Legacy Letter Template, and many more. Each reflection gently guides you to uncover your passions, align your priorities, and become the very best version of you in retirement.
The Life Plan for Retirement Workbook is your personal guide to answering the big question: What am I going to do with this one amazing life I’ve been given? Through powerful prompts, reflections, and goal-setting exercises, you’ll uncover what truly matters most in this next chapter of life.
Whether it’s purpose, connection, health, growth, adventure, philanthropy or legacy, this workbook helps you design a retirement that’s intentional, joyful, and deeply fulfilling. It’s more than planning how to spend your days—it’s about creating a life that excites you to wake up every morning.
When you join, you’ll unlock a collection of powerful Retirement Reflection Guides designed to help you slow down, think clearly, and reconnect with what matters most. Each guide offers simple prompts to spark insight, purpose, and momentum as you navigate your next chapter.
You’ll also discover practical tools like the Top 50 Questions to Ask Yourself In Retirement, How to Make New Friends After 60 Guide, Retirement Bucket List Starter Kit, Downsizing with Dignity Guide, and the Travel for the Soul Inspiration Guide – each created to inspire reflection, connection, and a renewed sense of purpose.
To help fast-track your success, we’re including a series of Bonus Mini Programs – short, focused journeys… Small Steps… Big Transformations. These practical tools are designed to reignite your purpose, refresh your mindset, strengthen connections, and clear away the clutter holding your back.
You’ll receive the 7-Day Purpose Challenge, 30-Day Reinvent Your Life Jumpstart, 30-Day Walking Challenge, 21-Day Gratitude Practice Journal, Digital Decluttering Guide (Photos, Files, Email), and the 10-Day Connection Challenge, the 14-Day Joy Reboot, and many more. Each one gives you a simple, proven path to design a more fulfilling retirement.
Retirement is your time to dream bigger, live bolder, and finally create a life that truly lights you up. The Second Act Vision Board is your daily visual anchor—a simple, powerful tool to stay focused on what matters most in this exciting new chapter.
Available in three printable sizes, this board helps you map out your hopes, goals, and dreams with clarity and purpose. Whether it’s more travel, deeper relationships, better health, or renewed meaning, it’s your reminder to stay inspired, stay intentional, and build a future you absolutely love.
When you sign up to receive The Retirement Readiness Exclusive Bundle, we’ll also send you a heartfelt bonus: our beautifully designed Retirement Celebration Poster. This personalized keepsake—requiring just your name and career start/end years—honors a lifetime of dedication and achievement.
Fellow retirees love it! Many have it professionally printed and proudly framed at home. Choose from three sizes, and we’ll send a digital file ready for easy printing at FedEx Kinkos. It’s the perfect way to celebrate your milestone—or to give as a thoughtful retirement gift to someone special.
The Only Retirement Resource You’ll Ever Need — Period.
One of the most incredible parts of this program? It’s 100% FREE. There’s no catch, no hidden fees, and no cost to participate. This $997, comprehensive curriculum is offered as a public service, made possible through a unique sponsorship between your financial advisor and our mission to help retirees live with purpose, clarity, and connection.
Imagine, a year from now, waking up each day with a clear sense of purpose and excitement for what’s ahead. This program is the first step to making that vision a reality. And since it’s free and tailored for you, you have nothing to lose—but potentially everything to gain. Join today and take the first step toward a retirement that actually feels like living.
Reg. $997
YOURS FREE!
Here are our laugh-out-loud responses to the questions that keep you up at night—bless your confused little heart.
