Vetted Tools & Resources

Everything You Need to Build Your Second Act

Every tool on this page has been personally used or rigorously evaluated. No paid placements. No recommendations made for commission alone.

Affiliate Disclosure: Some links on this page are affiliate links. If you purchase through them, Retirepreneur may earn a commission at no additional cost to you. My CPA credibility depends on honest recommendations โ€” I only list tools I'd stand behind in a client meeting.

๐Ÿ“‹ Full Review Available

In-depth CPA-lens analysis with pros, cons, and a verdict

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Vetted and recommended โ€” go straight to the product

Retirement Income Planning

Know your numbers before you build your business

Boldin

๐Ÿ“‹ FULL REVIEW

Comprehensive retirement planning platform with Monte Carlo modeling and scenario testing. Helps you integrate entrepreneurial income with retirement security โ€” the critical question every 55+ entrepreneur needs answered first.

Read the Full Review โ†’

Financial & Legal Foundation

Set up your business the right way from day one

Wave Accounting

๐Ÿ“‹ FULL REVIEW

Free accounting software built for small businesses and solopreneurs. After 40 years with QuickBooks, I evaluated Wave closely โ€” here's what a CPA actually thinks about it for second-act entrepreneurs.

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LegalZoom

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Affordable legal services for business formation, LLC setup, and attorney access. Guided process for launching your business with proper legal protection โ€” without paying full law firm rates.

Visit LegalZoom โ†’

QuickBooks Online

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The industry standard for small business accounting. Tracks income, expenses, and taxes โ€” and shares data seamlessly with your accountant. I used QuickBooks for 40 years as a CPA. It's the professional choice.

Visit QuickBooks โ†’

LivePlan

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Cloud-based business planning software with guided templates and financial forecasting. Useful for validating your business idea and building projections before you commit serious time or money.

Visit LivePlan โ†’

Newsletter & Course Platforms

Build your audience and deliver your expertise

Beehiiv

๐Ÿ“‹ FULL REVIEW

The newsletter platform I migrated Retirepreneur to in early 2026. Newsletter ecosystem, subscriber segmentation, referral system, and built-in monetization tools. I'm building on it in real time โ€” here's my honest take.

Read the Full Review โ†’

Kajabi

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All-in-one platform for courses, memberships, and coaching programs. I built Retirepreneur on Kajabi for two years before migrating โ€” which means I know exactly what it's great for, what it's not, and who should use it.

Read the Full Review โ†’

Digital Products & Monetization

Sell your expertise and get paid

Stan Store

๐Ÿ“‹ FULL REVIEW

Link-in-bio storefront with built-in checkout for digital products, coaching, and courses. Simple to set up, no technical skills required. A strong option for professionals who want to sell before building a full platform.

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Website & Online Presence

Get your professional home on the web

Namecheap

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Affordable domain registration and hosting. Your first step to a professional web presence โ€” register your business name before someone else does. Simple process, budget-friendly pricing.

Visit Namecheap โ†’

Wix

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Beginner-friendly website builder with AI-powered tools and 2,000+ templates. Build a professional consulting or coaching site without coding skills โ€” good choice for professionals who want a standalone website outside their newsletter platform.

Visit Wix โ†’

Shopify

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All-in-one eCommerce platform for selling physical or digital products. If your second act involves selling products rather than services, Shopify is the proven choice โ€” user-friendly and built to scale.

Visit Shopify โ†’

Google Workspace

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Professional email ([email protected]), cloud storage, and collaboration tools. One of the first things to set up โ€” a professional email address signals credibility to every prospect and client you contact.

Visit Google Workspace โ†’

Not Ready to Launch a Business Yet?

Freelance platforms let you earn income while you figure out your direction

Freelancing is a legitimate bridge strategy. It generates income, builds your client communication skills, and helps you discover what you actually enjoy doing before you commit to a full business model.

FlexJobs

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Vetted job board connecting experienced professionals with legitimate remote and flexible work opportunities. Scam-free guarantee. Strong source for part-time and contract roles that fit a retirement lifestyle.

Visit FlexJobs โ†’

Upwork

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Freelance marketplace connecting experienced professionals with businesses needing finance, operations, marketing, writing, and consulting expertise. Your 30+ years of experience is a genuine competitive advantage here.

Visit Upwork โ†’

Not Sure Which Tools You Need?

The newsletter covers specific tools in context โ€” which ones I'm actually using, what's working, and what I'd do differently. Join 2,650+ professionals getting real-time guidance every Tuesday.

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Still Building.

Curt Roese, CPA | Founder, Retirepreneur | M.S. Entrepreneurship, University of Florida