Download Your Free 5-Step

Retirement Roadmap!

No email. No wait. Instant PDF download.

What's Inside Your 
Roadmap?

This one-page checklist gives you the exact 5 steps to retire gracefully — with actions you can take before December 31st.

  • Step 1: Discover – Calculate your net worth + income gap
  • Step 2: Learn – 3 tax buckets (including tax-free life insurance)
  • Step 3: Plan – Social Security, RMDs, breakeven age
  • Step 4: Execute – Emergency fund, Roth conversions, 10x coverage
  • Step 5: Enjoy – $19K gifts, tax-free legacy

Get Your Free Retirement Book

First 100 visitors get â€œThe Power of Zero” book — free + free shipping.

Want This Customized for Your Numbers?

Book a free 10-minute clarity call — no sales, just math. We’ll plug in your numbers and show your gap.

Frequently Asked Questions

  • Do I need to enter my email?

    No. The PDF access is instant — no gate, no spam.

  • Is this personalized advice?

    No. This is general education. All examples are hypothetical. Consult your own advisor.

  • Can I share this with my spouse?

     

    Yes! Print it, share it, use it together.

  • What if I want help with my numbers?

     

    Book the clarity call above — 10 minutes, free, no pressure.


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Kevin Gaviria is a licensed life insurance agent. This offer is for education only and isn't advice. Not tied to any government. Privacy Policy | Terms. Âİ 2025 RetireWithKevin.com

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