Retirement Planning Book & Workbook Bundle, Ebook + Printable Worksheets, Gift for New Retiree, PDF

A practical retirement planning book and companion workbook for the part most guides skip: what your actual days will look like after the last day of work. Instant digital download. Read the ebook on any device, then print the workbook or fill it in on your tablet. Includes a bonus Retirement Clarity Checklist.

Most retirement advice stops at the numbers. When can you afford it? When should you claim Social Security? Those questions matter, and they deserve a qualified professional. This set is about what happens after the math works out.

Because eventually, the spreadsheet has to become a Tuesday.

Read a chapter of Retirement on Your Own Terms, then turn to the matching workbook section and put it into practice. Together they help you plan the life your retirement is meant to support: your days, your home, your people, your health, and your money.

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WHAT'S INCLUDED
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- Retirement on Your Own Terms by M. L. Blair: 95-page PDF ebook (6 x 9 in), 15 chapters, with research notes and sources
- Companion Workbook: 34-page printable PDF with clickable contents
- BONUS: The Retirement Clarity Checklist, 10 printable pages with 15 reflection questions

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INSIDE THE BOOK
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15 short, practical chapters, including:
- What Are You Retiring To?
- You Don't Have to Reinvent Yourself
- What Would a Good Tuesday Look Like?
- Home Can Be a Destination Too
- The People in Your Retirement
- Your Health Belongs in the Retirement Plan
- Enough Money for the Life You Actually Want
- What If You Don't Have Retirement Savings?
- Make the Transition Before the Last Day

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INSIDE THE WORKBOOK
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- Guided exercises for all 15 chapters
- Ordinary-day and weekly rhythm planning pages
- Room-by-room home check
- Relationship, hobby, and health checklists
- Retirement budget: current vs. expected spending
- Income and essential-costs gap worksheet
- Programs to check if savings are limited
- Transition timeline from 12 months out to your first month retired
- Final "My Retirement on My Own Terms" planning page

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WHO IT'S FOR
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- Anyone a few months to a few years from retirement
- New retirees still figuring out what their days should hold
- People who don't want an RV, six clubs, or a reinvention, just a good life
- Couples planning an ordinary retirement week together
- Anyone retiring with little or no savings who wants a realistic place to start

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HOW TO USE IT
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Read the ebook on a tablet, phone, or computer. Print the workbook at home on US Letter paper (for A4, choose "Fit to page"), or open it in GoodNotes, Notability, or any PDF annotation app and tap the contents to jump to any chapter.

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A THOUGHTFUL RETIREMENT GIFT
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A meaningful gift for a coworker, boss, friend, parent, or spouse approaching retirement, or a gift to yourself as you plan your next chapter. Since it's a digital download, it's perfect for a last-minute gift.

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PLEASE NOTE
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- This is a digital download. No physical items will be shipped.
- For educational purposes only. Not individualized financial, tax, legal, or medical advice.
- For personal use only. Please do not share or resell the files.
- Digital purchases are non-refundable except where required by law. If you have any trouble with your files, send me a message and I'll be happy to help.

Created by Quiet Living Press.