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Sunday · 10 min

Twelve Months to Retirement Ritual

Days to the last day — days until the last day at work — with whether the pension claims, the money, the health cover and the exit will be sorted by then.

$12one-time · VAT included · no subscription
Free files
In your download: 8 files
  • Excel workbook · Light · USD
  • START HERE guide (PDF)
  • Excel workbook · Dark Mode
  • Excel workbook · UK · GBP
  • Excel workbook · EUR
  • Excel workbook · AUD
  • Excel workbook · CAD
  • Excel workbook · INR
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Works inExcelGoogle Sheets
✓Excel 2016+ / Microsoft 365 · Google Sheets (upload to Drive)
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This file + 4 moresave 34%
The Retirement Kit
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$39vs. buying separatelySee the bundle →
The Sunday page

What the file tells you every week

Everything that has to happen in the last year of work — pensions traced and claimed, the budget, health cover, the exit, the house, life after — with a due date, a name and a cost, plus every payment. Every Sunday: days to go, on pace or not, what is stuck, whether the budget holds.

01 · verdictCountdown — days to go, tasks left, done this week against the pace
02 · verdictTasks — overdue, due this week, blocked (a pension provider, usually), the phase with most left
03 · verdictMoney — advice, legal, house repairs, health, the first trip against the budget
Sheets in the workbook
✓Sunday · countdown, what is stuck, money, three verdicts, three tasks
✓Tasks · twenty-eight things across pensions & benefits, money, health cover, work exit, housing, life after — a verdict each
✓Money · advice, legal, house repairs, health, the first trip
✓Weeks · tasks done and spent per week
✓Settings · the date, the budget, who runs it, a by-phase table
How it works
1Set the date — the date, the budget, who is running it — once
2List everything — one line per task with a phase and a due date; the sample ships with twenty-eight across six phases
3Open Sunday — countdown, what is stuck, money, three tasks — ten minutes
Who it is for

Anyone with a retirement date inside a year and a pile of pension letters.

Dark edition included
Twelve Months to Retirement Ritual — dark edition
Do I need Excel?

Excel 2016+ or Microsoft 365. Or upload the .xlsx to Google Drive — it opens in Sheets with formulas and charts intact.

Can I pay with BLIK?

Yes — BLIK, Przelewy24, any card, Apple Pay and Google Pay. Prices in PLN, EUR or USD; the currency switch is at the top.

Invoice for my company?

Tick “I’m purchasing as a business” at checkout and enter your NIP / VAT ID. The invoice arrives with the download e-mail.

What if it isn’t for me?

14-day refund, no questions. One e-mail to [email protected].

Pairs well with

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