Retirement Money Made Simple
Budget, income map and a cash cushion that lasts.
The 2026 Retirement Action Plan
Retire with a plan, not a guess.
The plain-English, large-print guide to Social Security, Medicare, Roth IRAs, scams and the 15 best places to retire abroad.
- 91 pages
- 7 modules
- 100+ checklist items
- Printable worksheets
Take a look inside
Clear pages. Real numbers. Simple steps.
What's inside
Everything you need to retire with confidence
Roth IRAs & Taxes
Pay less tax and keep more of what you saved.
Social Security & Medicare
When to claim, and the deadlines that cost for life.
AI & Your Smartphone
Use today's tech confidently, starting from zero.
Scam-Proof Your Retirement
Spot the tricks and lock down your accounts.
Protect Your Family & Legacy
The key documents and who gets what.
15 Best Places to Retire Abroad
Costs, visas and safety, compared.
Your 30-Day Action Plan
One small step a day, from confused to confident.
Also inside: 43 lessons, 15 country profiles, 13 fill-in worksheets and tables, 10 worked examples, 5 quick quizzes, a plain-English glossary and an official resource directory. All figures are updated to official 2026 numbers.
The biggest decision you'll make
Claim at 62, 67 or 70? See the difference.
The age you start Social Security can change your check by more than $1,000 a month, for the rest of your life. The Playbook shows you how to choose with confidence.
From confused to confident
What changes after one weekend
Before
- Guessing when to claim Social Security
- Worried about Medicare deadlines
- Not sure if your advisor works for you
- Unsure if your money will last
- Important papers scattered
After
- You know your best claiming age
- Every key date is on your calendar
- 8 questions that reveal any advisor
- A clear income map and cash cushion
- Your family knows where everything is
Plain-English lessons, checklists and worksheets turn worry into a clear plan.
Who it's for
Made for you if you're…
Retiring in the next 10 years
Get your money, taxes and Social Security plan in order before the big day.
Turning 65 soon
Sign up for Medicare on time and avoid penalties that last for life.
Already retired
Make your savings last, cut your taxes and protect yourself from scams.
Helping a parent or spouse
Understand the rules so you can help the people you love decide.
Dreaming of life abroad
Compare 15 countries by cost, visas, safety and healthcare.
Tired of jargon and sales pitches
Plain English, large print and nothing to buy inside.
Reader reviews
What readers are saying
“I finally understand the Roth IRA conversation”
I've heard people talk about Roth IRAs for years without really understanding how they fit into retirement planning. This made the basic differences much easier to follow. I especially appreciated that it encouraged me to consider my own circumstances rather than assume there's one right answer for everyone. It gave me a much better starting point for talking with a tax professional.
Susan AndersonAge 60
“Finally, something that doesn't talk down to me”
Some retirement guides make you feel like you should already know everything. This one felt much more approachable. It explains the topics without making them unnecessarily complicated, and I liked that it covers more than just investments. Retirement is a whole life change, not just a number in a bank account. A genuinely useful resource.
Dennis KellyAge 55
“I wish I had read this sooner”
I spent years assuming I'd figure everything out when retirement got closer. Big mistake. The sections on Social Security and Medicare helped me understand how many details I need to pay attention to. I'm still doing my own research, but at least now I know which questions to ask. I would absolutely recommend this to someone approaching retirement.
Robert MitchellAge 62
“Practical, not overwhelming”
Most financial books feel like they're written for people who already understand finance. This one was much easier to get through. The sections are manageable, and I could focus on one topic at a time without feeling overwhelmed. It's the kind of guide I'll keep nearby and refer back to.
James MartinAge 55
“The scam prevention advice really got my attention”
My husband and I have received some suspicious calls and messages lately, so this section felt especially relevant. It's alarming how convincing some scams can be. I appreciated the reminders to slow down, verify requests, and protect personal information. I shared several of the tips with my family. Everyone should be paying more attention to this! Thank you guys!
Barbara CollinsAge 65
“It was a game changer for me”
Honestly, I was putting off retirement planning because it all felt so complicated. Social Security, Medicare, taxes… I didn't even know where to start. This book helped me break everything down into smaller steps. For the first time, I feel like I have a PLAN instead of just hoping everything works out. Wish I had found it sooner!
Donna EdwardsAge 61
“Why does nobody explain it like this?!”
I'm turning 65 soon, and I was honestly nervous about making the wrong decisions with Medicare. There is SO MUCH information out there, and it's hard to know what applies to you. This gave me a much better starting point and helped me figure out what questions I need to ask before making decisions. A real relief.
Janet WilsonAge 64
“A wake-up call, in the best way”
I always thought retirement was mostly about having enough money saved. This book made me look at the bigger picture: monthly expenses, healthcare, unexpected repairs, taxes, and all the little things that add up. It made me realize there are things I should be doing NOW, not five years from now. I'm glad I read it.
Mark RobertsAge 56
Pricing
Choose the plan that fits you
The Retirement Playbook
Your step-by-step guide to a more confident retirement
$49.99one-time payment
- The complete Retirement Playbook
- Practical guidance on retirement income, taxes, Social Security, Medicare, scams, and protecting your legacy
- Retirement planning worksheets and checklists included in the guide
The Complete Retirement Planner
Everything in the Playbook, plus tools to put your plan into action
$79.99one-time payment
- Everything in the $49.99 Retirement Playbook
- “Will My Money Last?” Retirement Calculator for Excel and Google Sheets
- Retirement Abroad Comparison Planner for Excel and Google Sheets
- Bonus: Social Security & Medicare Deadline Tracker
+ $30 adds
Excel & Google Sheets“Will My Money Last?” Calculator
| Your age today | 62 |
|---|---|
| Savings today | $400,000 |
| Monthly spending | $4,500 |
| Savings could last until | About age 83 |
Excel & Google SheetsRetirement Abroad Comparison Planner
| Country | From / mo | On 2 SS checks? |
|---|---|---|
| Greece | $2,700 | Yes |
| Panama | $2,400 | Yes |
| Costa Rica | $2,500 | Yes |
Bonus
A Retirement Playbook companion · 2026
Social Security & Medicare Deadline Tracker
Every date that matters, in one place. Fill it in once, then keep it on the fridge.
- Instant download
- 30-day money-back guarantee
- Secure checkout
Read it, use it, love it, or get your money back.
Try The Retirement Playbook for 30 days. If it doesn't help you plan with more confidence, just email us for a full refund. No questions asked.
Questions
Frequently asked questions
What exactly will I receive?
The Retirement Playbook is a 91-page, large-print PDF. If you choose the Complete Retirement Planner, you also get the “Will My Money Last?” Retirement Calculator and the Retirement Abroad Comparison Planner, both for Excel and Google Sheets, plus the Social Security & Medicare Deadline Tracker as a bonus.
How do I get it after I buy?
It's an instant download. As soon as your payment goes through, you get a link to download your files. Nothing is shipped.
Can I read it on my phone, tablet or computer?
Yes. The PDF opens on any computer, tablet or smartphone. Many readers also print the checklist and worksheet pages and keep them in a folder.
I'm not very comfortable with technology. Will I manage?
Yes. The guide is written in plain English, and Module 4 (AI & Your Smartphone, Without the Stress) starts from zero. If you can open an email attachment, you can open the Playbook.
I'm already retired. Is it still useful?
Yes. The guide suggests already-retired readers start with Module 5 (Scam-Proof Your Retirement), then Module 3 (Social Security & Medicare). Module 6 on protecting your family and legacy is useful at any age.
Are the numbers up to date?
All figures are updated to official 2026 numbers from sources like the IRS, the Social Security Administration and the Centers for Medicare & Medicaid Services. Because limits change every year, the guide also shows you where to confirm the current figure before any big decision.
Is this financial advice?
No. The Retirement Playbook is general education, not personalized financial, tax, legal or medical advice. It helps you understand your options and walk into every appointment knowing the right questions to ask a licensed professional.
What if it isn't right for me?
You're covered by our 30-day money-back guarantee. Email us at retirementplaybook.support@gmail.com within 30 days of purchase for a full refund, no questions asked. Details are in our refund policy.
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The Retirement Playbook · 2026 Edition
$49.99
one-time payment
- 91-page large-print Playbook (PDF)
- 7 step-by-step modules
- 100+ checklist items and 13 worksheets
- 15 best places to retire abroad
- Bonus: 30-day action plan
Want the spreadsheet tools and the Deadline Tracker too? Compare both plans