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Rock Retirement Club (Detailed)
If you're retired or nearing retirement, you've mastered the art of saving—it's second nature by now. But shifting from saving to spending? That’s a whole different skill set. It’s like training for years in one sport and suddenly switching to another. That’s where we come in. We’ve partnered with Rock Retirement Club to guide you through this transition with a proven system that helps you spend wisely and confidently—so you can fully enjoy the retirement you've worked so hard for.
Notes
Rock Retirement Club's template is built for those who want a detailed, comprehensive approach—because a well-planned retirement means more freedom, not more stress. It breaks down your spending into precise categories, ensuring every dollar has a purpose. You'll gain a clear view of what it takes to fund your Base Great Life—the non-negotiable essentials that keep your lifestyle steady. Beyond that, it helps you map out the finer details of living well, from hobby budgets to optimized healthcare plans to guilt-free dining choices. And when it comes to the big dreams—whether it's purchasing that lake house, planning a multigenerational vacation, or funding a passion project—this setup gives you the structure to plan, prioritize, and execute with confidence. Let’s get you organized so you can enjoy retirement with clarity and control.
Template Features
- Add to a new or existing budget
- Set personalized categories and target amounts
- Select from list of categories during import
On a mobile device? Get this template in the YNAB web app.
Come back to this link on desktop and you’ll be able to automatically import this template into YNAB.