Affiliate hub

Tools I actually use

Some links below are affiliate links. If you use them, I may earn a commission at no extra cost to you. I only recommend tools I believe are genuinely useful.

Track and plan

Empower Personal Dashboard

Free net worth tracker + retirement planner. Best when you have multiple accounts and want one picture.

Open free dashboard

Boldin Retirement Planner

DIY retirement planning and stress-testing when you want more scenario control.

Try Boldin

Cash flow

YNAB (You Need A Budget)

Budgeting system for retirement cash flow and withdrawal years.

Visit YNAB

Free (non-affiliate)

SSA Retirement Estimator

Official Social Security benefit estimate.

Open SSA estimator

IRS RMD FAQs

Required minimum distribution rules.

Open IRS FAQs

Books

Full list on the books page. Start with The Simple Path to Wealth.

Simple Path to Wealth on Amazon