Fear of running out of money
The Retirement Playbook: On Sale Now!
Your dream retirement lifestyle starts here.
Everything you need to plan, protect, and thrive—organized into 5 easy packs:
Unlock everything for $1,053 Only $77!
Ditch the
Stress.
Set Yourself Up
to
Win.
Retirement planning doesn’t have to be stressful. Here’s how to move from worry to confidence with one simple system.
GO FROM…
Paying too much in taxes
Stress over the market and economy
Not knowing where to start
Overwhelmed by planning
TO…
Confident in your savings to last
Keep more of what you’ve saved
Stay steady through market swings
Know exactly what steps to take next
Finally feel in control of your future
Retirement Made Simple—Get All The Tools You Wish You Had Sooner
Skip the stress and get the proven roadmap for every piece of retirement planning. Here’s what’s inside:
Retirement Pack
Retirement Lifestyle Survivor’s Guide – Organize key documents, contacts, insurance, wills, and assets so your loved ones are prepared.
Retirement Budget Worksheet – Plan monthly and annual expenses with clarity and ease.
IRA Guide: 11 Biggest Rollover Blunders – Avoid costly mistakes when moving retirement funds.
Retirement Calendar Checklist – Track key financial dates, contributions, and deadlines.
Confidential Retirement Data Form – Document assets, liabilities, and income to keep your planning on track.
Social Security Pack
Quick Reference Guide – Key benefit numbers and claiming percentages.
Sample Benefit Analysis – Compare real claiming scenarios and outcomes.
Client Questionnaires – Worksheets for individuals or couples.
Savvy Social Security Guide – How WEP and GPO may affect your benefits.
Medicare Planning Pack
Quick Reference Guide – Premiums, deductibles, and coverage choices for 2025.
Enrollment Flowchart – Clear visual steps to navigate Medicare decisions with confidence.
Long-Term Care Pack
Savvy Generational Planning Guide – 4-step estate and communication plan.
LTC Planning Options – Compare strategies and funding solutions.
Best of Caregiving Resources eBook – Forms, checklists, and caregiving contracts.
Caregiver First Meeting Guide – Templates and resource lists for family caregivers.
Tax Savings Pack
Tax Planning: The 4 Stages of Retirement – Learn how your tax strategy should evolve from pre-retirement to later years.
Key Financial Data – Quick reference for tax brackets, contribution limits, credits, deductions, and Medicare premiums for 2025.
Get Ahead Now—Unlock Everything for Only $77.
PROVEN METHOD BY Patrick McNally—Helping People Win at Retirement for 25+ Years
"Let’s make retirement fun—so you can ditch all that guesswork, stress, and boring financial jargon."
Special Offer!
Get the Playbook Today for
Only $77 (Over $1,000 Value!)
Retirement Pack
$279 Value
Social Security Pack
$197 Value
Medicare Planning Pack
$159 Value
Long-Term Care Pack
$219 Value
Tax Savings Pack
$199 Value
TOTAL VALUE: $1,053
