information at your fingertips.

We’ve gathered your Early Start Retirement resources for easy access.

All resources mentioned in the Early Start Retirement Plan are listed here, as well as some additional resources to help you plan for retirement. Simply click on the links below to access each resource. These resources are updated regularly.

Lifetime learning

As mentioned in Chapter 1: Finding Purpose in Retirement & Chapter 7: Cultural Immersion, Massive Online Open Courses (MOOCs) are courses provided by hundreds of reputable companies, universities, and other institutions on a wide range of topics to help you learn a new skill or hone existing skills you may have. Two sites you may find helpful are:
• MOOC.org
• Coursera

In Chapter 2: Entrepreneurship in Retirement, we discussed utilizing online resources such as industry reports and market analysis sites to gather insights into current trends. Some helpful resources are:

Create a written business plan
Putting your business plan in writing helps you clarify your vision, attract investors, and anticipate challenges. It allows you to set milestones, track progress, and make informed decisions. Whether you use software like LivePlan.com or a simple Word document, the key is to document your plan. Start your entrepreneurial journey by putting your ideas in writing to turn them into a successful reality, achieve your goals with confidence, and ensure long-term success.

SCORE
A nonprofit organization that provides free mentoring and education that can help you start a new business or grow your existing business. You can also search for workshops and events in your area.

Local Small Business Development Centers (SBDCs)
SBDCs can be a great place to connect with other small business owners. SBDCs provide free business consulting and training to small businesses, including those started by retirees. You can find your local organization through the America’s SBDC website.

The National Association for the Self-Employed (NASE)
NASE offers tools, resources, and support for self-employed individuals. Their website provides information on a range of topics for entrepreneurs seeking legal help, website design services, scholarships for continued education, and more!

Self-assessment and Reflection Worksheets
Many educational platforms and business planning websites offer downloadable worksheets that guide individuals through a self-assessment process. These worksheets often include questions about past experiences, strengths, interests, and goals. Examples can be found on platforms like SCORE and SBA.

Lean Marketing by Allan Dibb
One of the most insightful and straightforward business books I’ve read.

starting a foundation

Meet Melinda, the inspiration behind Megan’s story in Chapter 1: Finding Purpose in Retirement. In the book, Megan’s story was inspired by a real-life individual named Melinda. After retiring, Melinda dedicated her time and resources to start a foundation is starting to make a significant impact in her community. Although we couldn’t use her real name in the book, her journey is a testament to the power of passion and purpose in retirement. You can read more about Melinda’s inspiring journey in this article.

financial planning resources

Schedule an Initial Call
Take the first step towards a secure and fulfilling retirement. Schedule a complimentary consultation with Danette Lowe today to discuss your financial goals and create a personalized plan tailored to your needs.

Learn about Donor-Advised Funds (FREE GUIDE)
Donor-advised funds are the fastest-growing charitable giving vehicle for a reason: They provide donors and their advisors with a tax-smart way to maximize charitable impact, increase donor flexibility, and support family-giving legacies.

Get Personalized Financial Guidance
Have questions or need personalized financial advice? I’m here to help! Email me and let’s work together to create a tailored plan that aligns with your financial goals and sets you on the path to a secure and fulfilling retirement.

becoming a digital nomad

In Chapter 3: Living Abroad: The International Retirement Experience, we discussed the importance of preparing financially for your move abroad, including:
• Notifying your bank of your move
• Setting up a bank account in your new country
• Navigating your tax obligations

Consult an international tax advisor for specific international tax questions.

Helpful resources for connecting with expat communities include Expatica and GoExpat. Both sites have great information on a wide range of topics to consider when moving to a new country.

sustainable living

In Chapter 6: Sustainable Living, we offered some tips for eco-friendly living in retirement. Here are a few resources I recommend:

This article is full of tips on how to embrace green living in retirement with topics such as eco-friendly product swaps,eco-friendly retirement communities, and mindful grocery shopping.

You may be interested in exploring Sierra: The Magazine of the Sierra Club, for the latest environmental news and ideas on how to get involved in your community.

Green America is a national nonprofit which promotes environmentally sustainable practices with an abundance of information on green living practices, responsible food and agricultural production, and a green business network to promote businesses committed to eco-friendly practices.

Findhorn Foundation is a charitable trust which was founded in 1972 to provide a way for the growing community at The Park in Findhorn to own property and provide education and other activities on a charitable basis.

books you might enjoy

• Thriving in the Fast Lane 90 Day Planner by Danette Lowe
• Designing Your Life by Bill Burnett and Dave Evans
• Lean Marketing by Allan Dib
• Vagabonding by Rolf Potts

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