What Happens Next?
If You Requested the Kindle Edition
Please check your email in the next few minutes.
We’ll send you an email right away— If you don't see it, check your Promotions, Updates, or Spam folder.
Please mark our email as ‘not spam’ or as a contact so that when we email you the Kindle version you’ll get it.
- We have to send the Kindle version individually, and we strive to do that within 24 hours.
In the meantime, check out my videos here, where I go through the five steps to create your retirement master plan.
If You Requested the Paperback Edition
We'll package and mail your book as quickly as possible.
Most books arrive within 1–2 weeks.
In the meantime, check out my videos here, where I go through the five steps to create your retirement master plan.
Can’t wait for the paperback? Respond back to my email and we’ll send you the Kindle version, as well.
Want Help Creating Your Retirement Master Plan?
Reading the book is a great first step.
If you'd like help answering questions such as:
- Can I retire?
- How much can I spend?
- When should I take Social Security?
- Should I do Roth conversions?
- Am I paying more taxes than necessary?
- Is my investment strategy ready for retirement?
Then we'd be happy to talk.
This is a relaxed, no-pressure conversation with a member of our team.
We'll learn more about you, answer your questions, and help you determine whether working together makes sense.
There is no cost and no obligation.
Is an Intro Call Right for You?
This is not a sales pitch.
We tend to be the best fit for people who:
- Are within about 5 years of retirement or recently retired
- Have at least $500,000 saved for retirement
- Want ongoing retirement planning, not just investment management
- Are looking for guidance on taxes, Social Security, retirement income, and investing
If that sounds like you, we'd love to meet you.
What is the 5-Step Retirement Master Plan Process?
As you read the book, you'll discover the same five-step framework we've used to help people retire with greater confidence for the past 23 years:
Spend
How much can I spend?
Make
Where will my retirement income come from?
Keep
How do I reduce taxes?
Invest
How should I invest now that retirement is getting closer?
Leave
What happens to everything I've built?
Many readers use the book to create their own retirement plan.
Others decide they'd like help applying these ideas to their specific situation.
Either way, I hope the book helps you retire on time—and on purpose.
Thank you again for requesting Retire Today.
I hope it helps you retire on time—and on purpose.
— Jeremy Keil, CFP®, CFA®
Author of Retire Today