Resources

Library

Complimentary guides and resources written by the Next Play Wealth team. Download anything that's useful — no sign-up required.

Retirement Planning

Rethinking Retirement
PDF · 332 KB
Your Quarterly Financial Game Plan for Retirement
PDF · 390 KB
Annual Client Journey Map
PDF · 267 KB
Pre-Retirement: A Five-Year Process
PDF · Quick Read · 3 pages
Pre-Retirement: A Five-Year Process
PDF · Full Guide · 18 pages
Helping Adult Children Without Jeopardizing Retirement
PDF · Quick Read · 13 pages
Helping Adult Children Without Jeopardizing Retirement
PDF · Full Guide · 23 pages

401(k) Resources

401(k) Educational Guide
PDF · 448 KB
401(k) Risk Questionnaire
PDF · 150 KB

Financial Planning

Financial Planning Checklist
PDF · 244 KB
Tax Planning Process
PDF · 251 KB
Alignment & Communication Assessment
PDF · 408 KB
Breaking the Debt Cycle
PDF · Quick Read · 7 pages
Breaking the Debt Cycle
PDF · Full Guide · 45 pages

Thinking About Switching Advisors?

Switching Financial Advisors
PDF · 283 KB
DIY Investing or Not?
PDF · 300 KB
First 90 Day Roadmap
PDF · 267 KB
Mutual Service Agreement
PDF · 242 KB

About Next Play Wealth

Founder Story — Carlos
PDF · 290 KB
Referral Philosophy
PDF · 243 KB
Frequently Asked Questions
PDF · 305 KB

General Resources

AI's Impact on the Industry
PDF · 271 KB
Client Data Security
PDF · 272 KB