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Coach Win's Worksheets & Podcasts

Click the toolbox below to buy the popular Retirement Toolkit


Retirement Worksheets:

Research Papers & Other Free Resources

  1. Federal government website on retirement  

  2. Social Security Administration’s retirement income calculator 

  3. An online directory of companies offering senior discounts

  4. Next Avenue: A public media (PBS) sponsored resource for seniors 

  5. Employers, Workers and Retirement Security (18th Annual Transamerica Retirement Survey)

  6. AARP website. The obvious leading resource for 55+

  7. Senior Community Service Employment Program 

  8. Social Security Administration's Retirement Checklist 

  9. Psychological Effects of the Transition to Retirement 

  10. Behavioral & Psychological Aspects of the Retirement Decision 

  11. Retirement Prospects for the Millennials: What is the Early Prognosis? 

  12. "Life Plan for the Life Span" (APA Publication) 

  13. Three Generations Prepare for "Retirement" (18th Annual Transamerica Retirement Survey of Workers 

  14. AoA’s 2017 Profile of Older Americans 

  15. EPI’s The State of American Retirement: How 401(k)s have failed most American workers 

  16. Behavioral and Psychological Aspects of the Retirement Decision 

  17. Psychological Effects of the transition to Retirement 

  18. How to "Pensionize" Any IRA or 401(k) [Stanford Center on Longevity.] 

  19. Guidance on Senior Products & Services  

  20. The Best Job Openings for Working Seniors 

  21. A comprehensive site for self-growth resources

  22. The Ultimate Guide to Planning a Move for Seniors 

  23. An excellent Senior Volunteering Resource 

  24. Tapping Into Technology to Stay Connected & Engaged 

  25. Resource Hub 

  26. Levin & Perconti Nursing Home Abuse Guide 

  27. on Internet and Smart Homes 

  28. The Basics of Financial Retirement Planning by a CEPF® 

  29. Senior Employment Programs and Resources 

  30. Medicare in California 

  31. How to protect older adults from online scams

  32. Learn to understand your medical test results 

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