What you will be getting:

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  • The 15-minute “retirement income preview” Kaiser employees can run to see options at 60/62/65
  • How pension choices (and survivor options) change your monthly paycheck, for life
  • The “gap years” plan: covering healthcare before Medicare without draining savings
  • A simple order of contributions now (even if you’re starting small) that beats waiting for a bigger paycheck later
  • The 2–3 fund portfolio setup that reduces mistakes when you’re catching up
  • One tax window most Kaiser employees miss until it’s too late

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When Can I Retire?

A 50's Playbook

A free guide created for Kaiser employees in their 50s who want clarity, not jargon. If you’re outside Kaiser, much of this still applies but examples and screenshots are Kaiser-specific.

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