The 60+ Money Playbook: Finance After 60

The 60+ Money Playbook: Finance After 60

$24.99
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The 60+ Money Playbook: Finance After 60

The 60+ Money Playbook: Finance After 60

$24.99

Turning 60+ and wondering "do I have enough?" This 45-page expert workbook gives you a complete money map for life after 60 — pensions, healthcare costs, tax-efficient withdrawals, scam-proofing, and estate basics — written for BOTH the US and Canada in one book.


WHAT'S INSIDE:

- US: Social Security claiming ages (62/67/70), spousal and survivor benefits, Medicare, RMDs, Roth conversions

- Canada: CPP, OAS and GIS, OAS recovery tax, provincial health plans, RRIF minimums, RRSP melt-down strategies

- Healthcare and long-term care costs, housing and reverse mortgages (honest pros/cons), investing after 60

- The 10 scams targeting seniors, with verification checklists and a family code-word system

- Estate basics: wills, powers of attorney, beneficiary designations, digital assets

- Fill-in worksheets: net-worth snapshot, income-floor calculator, 12-month spending audit, healthcare gap pricer

- A week-by-week 90-day action plan


This is a digital download — no physical item will be shipped. 45-page PDF, US Letter (8.5 x 11 in), print-ready. Instant download after purchase.


Educational content only — not financial, tax, or legal advice. Verify program details at official sources (ssa.gov, canada.ca, medicare.gov).

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