Still working? Start here.
Look at what needs to be in place before you leave your job. Think through your spending, health coverage, savings, and choices about when to stop.
Read the guideResources
Could work become optional in the next 10 years?
You may have saved for years and still wonder when you could leave work. Start with the life you want, then look at what it would cost and how you would pay for it.
Work is optional when you can choose whether to earn a paycheck.
The life you want
What it costs
Your work choices
Think about the life you want
What would you like more time for? This guide helps you think about the people, plans, and things that matter to you.
The Six Dimensions of a Rich Life
Questions and one action for each of six parts of life: time, relationships, generosity, growth, purpose, and abundance.
Free PDF. No email or sign-up required.
The guide gives you questions to ask. Working together means looking at those questions with your own numbers.
Look at the money choices
Retirement income planning
Look at where money could come from after work and how it could cover your costs.
Read onlineRetirement withdrawal planning
Think about how much to take from savings, which accounts to use, and when.
Read onlineSocial Security and retirement income
See how the age you claim benefits can affect income for you and your household.
Read onlineRoth conversions in retirement
Learn what to weigh before moving money to a Roth account, including taxes and health coverage costs.
Read onlineRetirement tax planning
Look at how taxes can affect what you have left to spend.
Read onlineEstate planning coordination
Check who would receive your accounts and how that fits with your attorney’s documents.
Read online10 retirement risks
Read about ten risks to plan for, or download the full guide below.
Read onlineHave a question about your own savings or spending? See how I help you compare the choices.
Downloadable guides
Take a guide with you
Save the guide to read later. No email or sign-up required.
The 10 Problems That Can Derail Your Retirement
Ten risks that can affect retirement, with questions to help you plan for each one.
Free PDF. No email or sign-up required.
Interactive Check-In
Retirement Priorities Check-In
Still working or already retired? Six quick questions can help you choose what to discuss first. This is not a score of whether you can leave work.
Take the Check-InSample reports
See sample reports
These are hypothetical, illustrative samples for a made-up household. They are not actual client results or personalized recommendations, and their figures are not forecasts or guarantees. No investment returns are shown. Revised October 1, 2026.
Sample Investment Report
Download sample (PDF)Free PDF. No email or sign-up required.
Sample Retirement Plan
Download sample (PDF)Free PDF. No email or sign-up required.
Want to talk about when you could leave work?
Bring the question on your mind. We'll talk about your life, your savings, and whether I can help. A complimentary 30-minute introductory call. No preparation needed.
Or reach out to Doug directly by sending him an email at doug@financialthinkingpartner.com.