Free Retirement Planning Resources From the Lettin Wealth Team

Replacing Your Income

A plain-English worksheet guide for anyone who wants to understand what their retirement income target should be and what size portfolio is needed to generate it. A good starting point if you're earlier in the planning process and want to get organized before your first conversation.

Replacing Your Paycheck

A step-by-step workbook for calculating exactly how much monthly income your savings can sustain in retirement. Built around the 25/4 Rule and the three Must-Have Accounts, with worksheets you can fill out and adjust as your situation changes.

Why Not You!

Robert Lettin's introductory guide to the Replace Your Paycheck philosophy — written for anyone who has wondered whether a comfortable retirement is actually within reach. A quick, motivating read that lays the groundwork for everything the workbook builds on.

The Bucket List Builder™

What would you do if work became optional?

If you don’t know what you’d do if work became optional, use the Bucket List Builder™ to dream, brainstorm, and create your bucket list. Once you know how you want to spend the rest of your life, we can help you build your plan.