Tools

RRC membership includes access to software tools, checklists, and other online resources valued at over $2,800/year.

Retirement Calculator

MoneyGuideElite℠ is an interactive planning solution from the makers of MoneyGuidePro® that enables you to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. Access to this advisor-only software is generally unavailable to retail customers.

MoneyGuide Elite℠

YNAB is an award-winning app, empowering you to spend on the things that are important to you. It's a game-changer for managing your finances, customized with our very own RRC templates.

YNAB

Guided Agile Retirement Management™

Each quarter, join Roger and the Coaching team for live meetups walking you through time-sensitive items you'll want to address as you plan to rock your retirement. Our proprietary Agile Retirement Management® process not only helps you create a plan but shows you how to adjust it as your life unfolds. This isn't just retirement planning; it's retirement doing.

Retirement Income Style Awareness (RISA)® Survey

Discover the retirement income strategy that best resonates with your personality and priorities using the assessment tool developed by industry leader Dr. Wade Pfau of Retirement Researcher.

Legacy Planning Software

Everplans™ gives RRC members peace of mind that everything important in their life is organized once and for all. It provides guides, resources and a platform so you can create a plan that contains everything your loved ones will need if something happens to you.

Everplans™

Goal-setting & Personal Development App

RRC members receive lifetime access to Heroic, the widely praised personal development app that provides specific, actionable steps to becoming the best version of yourself.