Reader bonus materials from Capital Investment Advisors
Follow The Retire Sooner Method
The charts, worksheets and tools referenced throughout the book, gathered in one place. Add your email to unlock them.
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Stop 1
Your resources
Four tools that carry the method off the page and into your own numbers.
Workbook · PDF
The Retire Sooner Workbook
Every worksheet from the book in one printable file. Work through it in order or jump to the chapter you need.
Enter email to unlockMasterclass · Video
The Retire Sooner Masterclass
Wes walks through the method start to finish and answers the questions readers ask most.
Enter email to unlockTool · 5 min
Core Pursuit Finder
Identify the five or more meaningful activities that anchor your happy retirement.
Enter email to unlockGallery
The charts, in full color
Every chart from the book at full size, with a short note on how to read it.
Enter email to unlockTalk it through
Bring your workbook to a 15 minute call
Once you have run your own numbers, the questions get specific. An advisor can talk through whatever came up. No cost, no obligation.
Stop 2
Every chart, at full size
Numbered to match the book. Select any chart to open it larger. The findings presented are based on the 2025 Money and Happiness in America survey of more than 1,200 retirees across all 50 states. Survey responses are self-reported and reflect associations, not causation or guarantees. The results may not be representative of all retirees, and individual experiences will vary.
Last stop
Want to run your own numbers with an advisor?
Book a short introductory call with a Capital Investment Advisors advisor. No cost, no obligation, and a chance to ask what the book raised for your situation.
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