Vetted Tools & Resources
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 |
๐ Direct Link Vetted and recommended โ go straight to the product |
Know your numbers before you build your business
|
Boldin |
๐ 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 โSet up your business the right way from day one
|
Wave Accounting |
๐ 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.
Read the Full Review โ|
LegalZoom |
๐ DIRECT LINK |
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 |
๐ DIRECT LINK |
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 |
๐ DIRECT LINK |
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 โBuild your audience and deliver your expertise
|
Beehiiv |
๐ 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 |
๐ FULL REVIEW |
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 โSell your expertise and get paid
|
Stan Store |
๐ 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.
Read the Full Review โGet your professional home on the web
|
Namecheap |
๐ DIRECT LINK |
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 |
๐ DIRECT LINK |
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 |
๐ DIRECT LINK |
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 |
๐ DIRECT LINK |
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 โFreelance 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 |
๐ DIRECT LINK |
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 |
๐ DIRECT LINK |
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 โThe 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.
Get the Free Newsletter โStill Building.
Curt Roese, CPA | Founder, Retirepreneur | M.S. Entrepreneurship, University of Florida