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.
๐ Full Review Available
In-depth CPA-lens analysis with pros, cons, and a
verdict
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๐ Direct Link
Vetted and recommended โ go straight to the product
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Retirement Income Planning
Know your numbers before you build your
business
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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
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Financial & Legal Foundation
Set up your business the right way from day one
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Wave Accounting
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๐ FULL REVIEW
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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.
Read
the Full Review โ
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LegalZoom
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๐ DIRECT LINK
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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
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QuickBooks Online
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๐ DIRECT LINK
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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
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LivePlan
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๐ DIRECT LINK
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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
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Newsletter & Course Platforms
Build your audience and deliver your expertise
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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
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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
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Digital
Products & Monetization
Sell your expertise and get paid
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Stan Store
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๐ FULL REVIEW
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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.
Read
the Full Review โ
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Website
& Online Presence
Get your professional home on the web
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Namecheap
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๐ DIRECT LINK
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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
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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
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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
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Google Workspace
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๐ DIRECT LINK
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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
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Not
Ready to Launch a Business Yet?
Freelance platforms let you earn income while
you figure out your direction
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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.
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FlexJobs
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๐ DIRECT LINK
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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
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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
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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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the Free Newsletter โ
Still Building.
Curt Roese, CPA | Founder, Retirepreneur | M.S.
Entrepreneurship, University of Florida