Retirement Planning Resources

Check out these resources to help with your retirement planning journey. This collection includes useful websites, podcasts, handy financial calculators and other great resources you might find valuable.

Key Data

• 2025 Key Federal Updates
• Estate and Inheritance Tax Info by State

Plan Checklist

• Retirement Plan - Checklist

Helpful Websites

• Social Security Administration
• Medicare

Free Online Financial Calculators

• Investor.gov
• Dinkytown.net

Retirement Planning Partner (RPP) Blog

• Blog

Software to Assist with Budgeting and Planning

• Monarch Software - budgeting app
• Boldin - retirement planning software

Books

Finance Books

• The Psychology of Money by Morgan Housel
• The Little Book of Common Sense Investing by John C. Bogle
• Die with Zero: Getting All You Can From Your Money and Your Life, Bill Perkins

Health & Fitness Books

• Outlive: The Science and Art of Longevity, Peter Attia MD
• Forever Strong, Dr. Gabrielle Lyon

Retirement Planning Podcasts

• The Retirement & IRA Show
• The Retirement Answer Man

Health & Exercise Resources & Videos

Sports

• Pickleball near you

Strength Training at Home

• Low / Moderate Intensity - HASfit
• Low / Moderate Intensity - Body Project
• High Intensity

Dance Fitness at Home

• Low Intensity - Get Fit With Rick
• Pop Fitness - Rick Coffey
• Pop Fitness - The Fitness Marshall

Investment Advisor Forms

• Form ADV Part 2A & 2B
• Privacy Notice