Vetted Tools and 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. I only list tools I would stand behind in a client meeting.

Retirement Income Planning

Know your numbers before you build your business

Boldin

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.

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Financial and Legal Foundation

Set up your business the right way from day one

Wave Accounting

Free accounting software built for small businesses and solopreneurs. After 40 years with QuickBooks, I evaluated Wave closely. Here is what a CPA actually thinks about it for second-act entrepreneurs.

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LegalZoom

Affordable legal services for business formation, LLC setup, and attorney access. Guided process for launching your business with proper legal protection without paying full law firm rates.

Visit LegalZoom
QuickBooks Online

The industry standard for small business accounting. Tracks income, expenses, and taxes and shares data seamlessly with your accountant. I used QuickBooks for 40 years as a CPA. It is the professional choice.

Visit QuickBooks
LivePlan

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

Newsletter and Course Platforms

Build your audience and deliver your expertise

Beehiiv

The newsletter platform I migrated Retirepreneur to in early 2026. Newsletter ecosystem, subscriber segmentation, referral system, and built-in monetization tools. I am building on it in real time. Here is my honest take.

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Kajabi

All-in-one platform for courses, memberships, and coaching programs. I built Retirepreneur on Kajabi for two years before migrating, which means I know exactly what it is great for, what it is not, and who should use it.

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Digital Products and Monetization

Sell your expertise and get paid

Stan Store

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.

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Website and Online Presence

Get your professional home on the web

Namecheap

Affordable domain registration and hosting. Your first step to a professional web presence. Register your business name before someone else does. Simple process, budget-friendly pricing.

Visit Namecheap
Wix

Beginner-friendly website builder with AI-powered tools and 2,000+ templates. Build a professional consulting or coaching site without coding skills. Good choice for professionals who want a standalone website outside their newsletter platform.

Visit Wix
Shopify

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. User-friendly and built to scale.

Visit Shopify
Google Workspace

Professional email, cloud storage, and collaboration tools. One of the first things to set up. A professional email address signals credibility to every prospect and client you contact.

Visit Google Workspace

Not Ready to Launch a Business Yet?

Freelance platforms let you earn while you find 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

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
Upwork

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

Still Building.

Curt Roese, CPA | Founder, Retirepreneur | M.S. Entrepreneurship, University of Florida