Why are more and more retirees using the Heyday App?


The retirement planning tool with live, personal assistance, that builds on what you already know to help deliver the retirement lifestyle you’ve always wanted.

“The retirement planning tool with live, personal assistance.”

When you work with a Heyday Assistant and the Heyday app to build a retirement income plan, you set yourself in a better position to realize the retirement you envisioned throughout your working days. The one you daydreamed about while saving for the “someday” that’s now upon you.

The Heyday app will help you prioritize and plan for the retirement goals you’ve always wanted, plus any new ones that have come up along the way.

You’ll also be able to plan and budget for some of the challenges that can leave many retirees in a challenging position, and unable to enjoy spending any money.

With input from you, the app forecasts your entire retirement budget from now through 100+, with a year-by-year breakdown of your expenses, goals, challenges, income and monthly surplus. Month after month, year after year, you’ll know exactly how much you will receive.

“The Heyday app forecasts your entire retirement budget from now through age 100+.”

By the end of the process, you’ll have helped build a custom retirement plan that includes what you want most, and are most concerned about facing.

And you won’t have to go through the process alone. The Heyday App starts with a personalized welcome from a Heyday Assistant who will set up your account, give you a tour of the app and answer any questions you have.

“The Heyday app starts with a personal welcome from a Heyday Assistant.”

Embrace your Heyday knowing you have a plan to achieve the retirement you’ve always imagined.

The Heyday app can be right for you if:

You don’t want to pause retirement and go back to work

You have as little as $100K or as much as $5 million saved for retirement

You’re concerned about outliving your money

You would rather use the monthly budgeting approach than manage a lump sum

You need a retirement plan that can work 100% of the time as long as you follow it

The goal of the Heyday app is to replace some of the things you lose in retirement that could still work really well, like:

A predictable income

Knowing exactly how much you have coming in — and when — helps provide the stability and routine you enjoyed during your career.

Monthly budgeting

Use this approach to help manage your money like you did while working.

Health care

Your premiums will need to be paid outside of your plan, but we can budget for them.

Vacation planning

You have the time off, you have the budget allocated in your plan. Now all you have to do is book the trips and take them! If you make vacations a recurring expense in your plan, you can look forward to one big adventure after the next.

“Know exactly how much you have coming in — and when.”

But how does it work?

The Heyday app uses an advanced algorithm to create a retirement income plan tailored to your specific retirement goals, challenges and financial situation.

Unlike other income planning tools available, the Heyday app uses a goals-first approach to help ensure your ideal retirement is well within reach. It’s about more than creating a stream of retirement income. It’s about letting your retirement goals — not your assets — drive your plans.

This approach took 20 years of working with retirees to hone and refine. Heyday Retirement was founded by professionals who are passionate about helping retirees make retirement the reward it was always meant to be. The experienced professionals who make up the Heyday team have worked with hundreds of retirees since 1999, and created Heyday in 2017 to help even more retirees with a proven, goals-first approach.

The team

Eric Stratton

Founder, President

Retirement Income Strategies

since 1999

Cindy Collins

Senior Vice President

Financial Services

since 1987

Sam Magdalein

Founder, Vice President

Financial Services

since 2002

At Heyday, experience has taught us that in order to get the retirement you deserve, you’ve got to dream big. So our process doesn’t focus on how much money you have in the bank until your plan is already created.

The end result is a retirement income plan that is more aligned with the retirement you really want.

And, you can start now. Help secure a retirement income plan to make your next chapter your best chapter.

Talk to your Heyday assistant today to learn more and get your free Heyday account.


During the introductory call with a Heyday Assistant, you’ll:

Receive a personal welcome and account setup

Meet your Heyday Assistant who will be on-call for your app and planning questions

Explore the Heyday app with a guided overview

Learn more about Heyday and the planning process

Get your specific questions answered

Start creating your plan and helping to secure your retirement

Easy-to-use. Designed to help you get the retirement you want

Innovative algorithm

While the app’s design is clean, there’s an advanced algorithm working on the back end to generate more retirement income while using as little of your assets as possible.

Safe & secure data

Because the Heyday app uses a secure Microsoft* login, you shouldn’t have to worry about the safety of your information.

Free to use

Once you create an account, you can follow the videos and guided steps. You won’t ever have to enter any credit card information, simply enter your email, create a password and verify your account.


The Heyday app is designed to educate you with the help of professionals with expertise in explaining the complexities some retirees face and how your plan can address them.

Guaranteed for life

The insurance products used in your plan are fixed-indexed annuities,** which help provide the guarantee and protection from market losses.

Concierge-level service

One of our Heyday Assistants will set up your account, give you a personal introduction to the app, answer your questions and set you up for success.

The Heyday App

Free to use
Live support

You only get one retirement. Stay retired and make now your Heyday.

The only thing that may be standing between you and the retirement you deserve is creating a retirement income plan and putting it into action.

Your retirement income plan gives you more than a retirement “paycheck.” It can help give you the retirement you deserve.

Use the Heyday app to design a retirement income plan and get so much more, including:

Confirmation you can stay retired if you follow your plan

Freedom to fully enjoy your youngest retirement years

Flexibility to fill your days however you like

Assurance of guaranteed income for life as long as you follow the plan

Confidence you’ll never outlive your money

Familiarity with managing finances

Predictability of a year-by-year retirement budget

Heyday Assistants Are Ready to Get You Started

Concierge-level service is a call away. Book a complimentary call with a Heyday Assistant who will set up your account, introduce you to the Heyday app, and be your personal point of contact if you need assistance going forward.



Don’t wait any longer to reclaim your retirement!

Take the first step in securing the retirement lifestyle you’ve always wanted. Let one of our Heyday Assistants personally welcome you and set up your account!

Schedule a call with a Heyday Assistant now.

Schedule a call with a Heyday Assistant now.

Talk to your Heyday Assistant today to learn more and get your Heyday account.


*Microsoft is not affiliated with Heyday Retirement, nor does it endorse Heyday.

**Fixed-index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although fixed-index annuities guarantee no loss of premium due to market downturns, deductions from your accumulation value for additional optional benefit riders could under certain scenarios exceed interest credited to the accumulation value, which would result in loss of premium. They may not be appropriate for all clients.