At Holy Schmidt! We love helping you with DIY retirement planning! And we have created a number of free downloads to help you along the way. Some are available only at certain times of the year, while others are “evergreen” — available anytime. This section will display our most popular downloads for the last 90 days. Click the link below to download the free report/guide. As an added bonus, you’ll receive timely (and unique) retirement emails from us about once a week. Of course, you can unsubscribe at any time.
We originally constructed this report right after COVID, as many people were confused about whether the world had changed and they needed to think about things differently. After doing some deep analysis at the time, the answer was no. This free report will give you a fulsome checklist for DIY retirement planning. You can download the checklist here.
Health Insurance Options in Retirement Report
It always frustrated me that there wasn’t a solid report that discussed what happens to health insurance options after you retire. Yes, there is Medicare, along with related Medigap, Medicare Advantage, and Medicare Part D coverage, but what are the actual choices? More importantly, what happens to people who retire who are under age 65? This free download will help you make the best health insurance choice for yourself and those you love, no matter what your age. You can download the Health Insurance in Retirement Report here.
Here’s a scary fact: according to a study done by the University of Michigan, 96% of people take Social Security at the wrong time, leaving an average of $110,000 in income and $65,000 in savings and investment behind. The reason? Social Security is confusing. This mini course will help demystify Social Security. You can sign up for the mini-course here.
