The complete retirement toolkit.
Everything we sell, bundled. Medicare Course + Expat Blueprint + Estate Templates + Spreadsheet Trackers + Annual Checklists. Individually $121. Bundled $79 — save $42.
5 products in the bundle
Each product also sold individually. Buying the Toolkit bundles them all and gives you the spreadsheets and checklists that aren't sold separately.
Medicare Course (12 modules · $49 value)
12 long-form lessons covering Parts A-D, Medigap, enrollment windows, IRMAA, working past 65, couples coordination, annual review playbook. ~25,000 words, 12 cheat sheets.
Expat Blueprint (22 country profiles · $29 value)
22 detailed country profiles + 8 master sections covering taxes, healthcare, banking, estate, citizenship. ~30,000 words.
Estate Organizer Pack (8 templates · $19 value)
Will worksheet, POA worksheet, Healthcare Directive worksheet, Beneficiary inventory, Digital asset inventory, Executor checklist, Letter of instruction, End-of-life document organizer. Non-attorney worksheets to take to your real attorney.
Spreadsheet Tracker Pack (6 trackers · $15 value)
RMD scheduler, Roth conversion ladder planner, drug-cost-by-plan tracker, IRMAA bracket projection, monthly retirement budget, expat cost-of-living comparison.
Annual Checklists Pack (5 checklists · $9 value)
Turning-65 12-month checklist, Annual Medicare review (October), Year-end tax planning, Pre-move-abroad checklist, Annual document refresh.
The math
| Product | Individual |
|---|---|
| Medicare Course | $49 |
| Expat Blueprint | $29 |
| Estate Organizer Pack | $19 |
| Spreadsheet Tracker Pack | $15 |
| Annual Checklists Pack | $9 |
| Total individual | $121 |
| Full Toolkit bundle | $79 |
| You save | $42 |
Full Toolkit for $79.
All 5 products. Lifetime access. Annual updates included.
Secure checkout via Stripe · 30-day refund · Save $42 vs. buying individually