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Rock Retirement Club
If you're retired or close to it, you know how to save. You've been flexing that muscle for decades—your financial biceps are chiseled. But like a weightlifter who skipped leg day, spending is hard. That’s a whole new workout. That’s where we come in. We’ve partnered with Rock Retirement Club to guide you through this transition with a proven system that helps you spend wisely and confidently—so you can fully enjoy the retirement you've worked so hard for.
Notes
Rock Retirement Club's template can be as simple or detailed as you prefer—because a well-planned retirement means more freedom, not more stress. The intent is to help you track your spending so that it aligns with your unique Retirement Plan of Record. Our template centers around three key categories: needs, wants, and wishes. You can input exactly what it takes to fund your Base Great Life—aka, the cost to be you (your essentials may include a gym membership or annual trips to visit relatives; you do you). But retirement isn’t just about covering the basics. It’s about living well—whether that means picking up pickleball, upgrading your healthcare, or saying yes to both the appetizer and dessert. Add those to your Wants. And then there’s Wishes—the big-picture dreams. That lake house you’ve always had your eye on? A family trip with all the grandkids? This is where you make space to dream, plan, and watch it happen. Let’s get you set up so you can spend your golden years with confidence.
Template Features
- Add to a new or existing budget
- Set personalized categories and target amounts
- Select from list of categories during import
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