Retirement Overthought

Plan the life, not just the money

Most retirement planning focuses entirely on finances. But retirement isn't a destination—it's potentially 20, 30, even 40 years of life. What does that life actually look like?

Take the Free Assessment

The Problem Nobody Talks About

You've saved for decades...

You've maxed out your 401(k), calculated your withdrawal rate, and talked to financial advisors. The money part? Covered.

But what's the actual plan?

Stay home? Travel constantly? Split time between two places? Live abroad? You've got the funds, but no clear vision of what you're funding.

This matters more than you think

If you know what you want your life to look like, you can plan for it. Lifestyle clarity drives better financial decisions, not the other way around.

Free Tools & Resources

📊

Lifestyle Assessment

25 questions to discover which retirement lifestyles fit your preferences, personality, and situation. Get personalized recommendations in 5-7 minutes.

Available Now
đź’°

Budget Calculator

Compare the real costs of different retirement lifestyles. See exactly what each option costs per month, including hidden expenses.

Coming Soon
đź“…

Timeline Planner

Build a step-by-step plan to test and transition into your ideal retirement lifestyle. Know exactly what to do and when.

Coming Soon

Deep Dive Videos

I go way too deep researching retirement lifestyles—all the options, trade-offs, and logistics—so you don't have to start from zero.

Detailed breakdowns of snowbirding, slow travel, RV life, expat living, downsizing, and more. Real costs, honest trade-offs, and frameworks to help you decide.

Watch on YouTube