A guided retirement planning & lifestyle workbook with step-by-step worksheets for retirement goals, income and expense planning and lifestyle priorities, plus exercises for health and activity plans and retirement milestones.
Secure checkout with Stripe. Instant digital download after payment.
Click any preview to open it full-size. Use the zoom controls to enlarge page text and details.
Buy the individual tools you need, or choose the complete bundle for the lowest combined price.
A printable retirement planning & lifestyle planner for organizing retirement goals, income and expense planning and lifestyle priorities, with dedicated pages for health and activity plans and retirement milestones.
View product →
A guided retirement planning & lifestyle journal with writing space for retirement goals, reflections on income and expense planning, notes about lifestyle priorities, and review prompts connected with health and activity plans and retirement milestones.
View product →
A printable retirement planning & lifestyle tracker for recording retirement goals, monitoring income and expense planning and lifestyle priorities, and reviewing patterns connected with health and activity plans and retirement milestones.
View product →The exact page breakdown of the PDF you download:
| Page type | Pages |
|---|---|
| Cover page | 1 |
| How to use your workbook | 1 |
| Where I Am Now | 1 |
| Guided exercises | 6 |
| Guided reflection pages | 5 |
| Decision pages | 5 |
| Checklists | 5 |
| 30 / 60 / 90-Day Action Plan | 1 |
| Review & Next Steps | 1 |
More tips: How to Organize Printable Planner Pages.
| Printable | Best for | Pages | Price |
|---|---|---|---|
| Planner | plan what happens next | 32 | $12.95 |
| Journal | reflect and write things down in your own words | 28 | $9.95 |
| Tracker | record the same measures again and again so progress is easy to see | 28 | $7.95 |
| Logbook | keep dated records you can look back on later | 24 | $8.95 |
| Bundle | all five formats together | 138 | $34.95 |
See the whole Retirement Planning & Lifestyle collection, more topics in Life Events, or every printable workbook in the shop. The complete bundle includes this workbook and saves $17.80.
US Letter 8.5 × 11 in PDF, instant download after Stripe checkout; nothing is shipped. Print at 100% (use "Fit to page" for A4) and reprint any page whenever you need it. Tips: printing planner pages at home.
26 pages, including 6 guided exercises, 5 guided reflection pages, 5 decision pages.
The pages are organized around retirement goals, income and expense planning, lifestyle priorities, health and activity plans and retirement milestones.
Get the workbook if you mainly want to work through a topic step by step with guided exercises. The Retirement Planning & Lifestyle bundle ($34.95) adds the other four formats on the same topic.