Skip to content


Craig’s book will provide valuable insights that you can apply to your own retirement journey.

RSP Book: Creating a Successful Retirement Plan

Where are you on your retirement journey?

The steps required to achieve a successful retirement will vary based on where you are in life. Click the link below that best describes your stage of the retirement journey.


I’m pretty far from retirement and need to balance family obligations today. How can I set myself up for retirement success down the road?

Empty Nesters

First Half

Retirement is less than 15 years away and I want to know if I’m on track. Will I be able to live the lifestyle I want in retirement?


Second Half

I’m recently retired but am still concerned about the future. Will my nest egg last or will something derail the hard work I’ve put in over the years?

Catch the next play

Please enter your name and email address and we’ll send you our quarterly Chalk Talk Newsletter.

Retirement Success Playbook Logo

From the Playbook

Two things we hear from those near retirement: I should have started saving earlier and I should have saved a little more.
Craig Houck

There are three phases of retirement spending: the go-go years, the slow-go years, and the no-go years.
Craig Houck

As in all successful ventures, the foundation of a good retirement is planning.
Earl Nightingale

Don’t simply retire from something; have something to retire to.
Harry Emerson Fosdick

We can all be successful and make money, but when we die, that ends. But when you are significant is when you help other people be successful. That lasts many a lifetime.
Lou Holtz