Guides / Retirement planner

Guide for retirement planners

Retirement planner? Want more clients without showing your face?

You help people turn savings into a plan they can live on. Here is how to help more of them find you: short videos that answer one retirement question each, posted on YouTube Shorts, TikTok and Reels. No camera, no editor, no editing skills. This page gives you the prompt, 30 video ideas and a ready first script.

Write my first retirement video free → Get the retirement prompt
5 watermark-free videos a day, freeNo card74 languages

We get it

You're a retirement planner, not a video editor. You don't need to become one.

You can explain drawdown, tax wrappers and safe withdrawal rates in plain words. But video probably felt like a different job: cameras, lights, timelines, cutting, captions, music. So it stayed on the "someday" list.

With jajavideo you write (or let AI write) what you want to say. That's it. The built-in director splits it into scenes, picks a visual for every sentence, adds a natural voice-over, music and animated captions. You don't need to be a confident speaker or writer either. The prompt on this page writes the scripts from your expertise. You just check that every explanation is accurate and compliant.

These videos share general information, not personal advice.

What you thought video needsWhat jajavideo needs
A camera and good lighting
Nothing. It's faceless
Hours in an editing app
One paste, a couple of minutes
Writing scripts from scratch
The prompt on this page
A voice you're happy with
300+ natural voices
A budget for an editor
5 free videos a day

Why video works for retirement planners

Most people put off retirement planning because it feels confusing. A 40-second video can fix that.

People rarely book a retirement planner they don't already trust. Short videos let them learn from you, one simple question at a time, long before they ever pick up the phone.

Did you know? 54% of Americans now get news through social and video networks, more than through TV (50%).

Source: Reuters Institute, Digital News Report, 2025

Did you know? 78% of US YouTube viewers say YouTube has the most trusted creators for product recommendations.

Source: Google / Kantar, 2025

Did you know? 93% of video marketers say video helps people understand their product or service.

Source: Wyzowl, State of Video Marketing, 2026

Trust before the first meeting

Someone who has watched ten of your clips already feels they know how you think. The first meeting becomes a conversation instead of a sales pitch.

You stand out in a crowded field

Plenty of planners publish the same generic articles. Very few answer real client questions in short, clear videos on a steady basis. That puts you ahead of most of them.

Explain the invisible

Retirement planning is abstract: compounding, drawdown, tax wrappers. A short that shows why starting a few years earlier matters makes the value concrete.

Be found where people already look

Videos give you more places to be found: YouTube, TikTok, Reels, your own pages and your profile links. That is visibility, which is how new clients discover you.

See it before you try it

The whole process in one short tutorial

  • Signing up with Google in about 10 seconds
  • Pasting one script, or many with AAA in Bulk
  • Asking Jaja to write a script for you
  • Choosing a language, voice and caption style
  • Downloading the finished vertical video

Step by step

From zero to a week of retirement videos in one sitting

Copy the retirement prompt below

Add your name, your area or market, and who your clients are. Your details go straight into the prompt.

Paste it into Claude, ChatGPT or Gemini

You get 10 scripts, each answering one specific retirement question, each opening with a hook and ending with your name.

Check the facts like you'd check a client's plan

You're the expert. Fix anything that is outdated, unclear or not how you'd say it. Five minutes.

Paste all 10 into jajavideo's Bulk tab

Sign up free, open Bulk, paste. The AAA lines split them into 10 separate videos.

Pick a voice, press Generate, then post or schedule

Each video is a vertical MP4 for Shorts, TikTok, Reels and Facebook. Post them at your own pace, or schedule them on the platforms so one goes live every few days while you work.

The format

Plain text, a Title: line, AAA between scripts

No scenes, no visual directions. Just what should be said. This is exactly what you paste:

Paste into jajavideo → Bulk
Title: Retirement tip: the question most people ask too late
Most people ask me how much they need to retire when they are five years away. By then, most of the big decisions are already made. The question worth asking earlier is simpler: what do you want your spending to look like in retirement? Once you know that number, you can work backwards to what to save and how to invest. Write down your monthly spending today, then add the things you plan to do more of. That single figure tells you more than any calculator. Want help turning it into a plan? Search Northgate Retirement Planning on Google.
AAA
Title: Retirement tip: why your pension pot isn't the whole picture
...
AAA
Title:

Topic: hook. Never read aloud. Tells viewers and YouTube what the video is about.

Text

90–130 words of narration. One tip, one concrete detail, short spoken sentences.

Credit

Your name, last sentence. Read by the voice-over, so write sites as words: "yourbusiness dot com".

AAA

Alone on a line between scripts. Ten scripts, ten videos, one paste.

Copy, paste, done

The retirement prompt: 10 expert scripts in one go

Fill in your details. The prompt updates as you type. Copy it into any AI chat and paste the answer straight into jajavideo.

Prompt for Claude · ChatGPT · Gemini
You are an expert short-form video scriptwriter and an experienced retirement planner. Write 10 scripts for faceless YouTube Shorts, TikTok and Reels for a retirement planner.

About me:
- Name or firm: [YOUR NAME OR FIRM]
- City or market: online, no specific city
- My ideal clients: people in their 50s and 60s nearing retirement
- My focus: pension drawdown and retirement income
- Language of the scripts: English

Rules for every script:
1. Answer ONE specific, practical retirement question that my clients can understand and act on. No generic ads like "Want to retire early? Call me".
2. The first sentence is the hook: a common mistake, a myth, or a real question my clients ask. It must keep the viewer watching past the first 3 seconds.
3. 90 to 130 words of flowing spoken narration (about 30 to 50 seconds). Plain language a saver understands, short sentences. No jargon without a one-line explanation. No scene directions, emojis, lists or headings.
4. Include one concrete detail: a number, an age, a setting, a field name, a real situation.
5. Only general education that is accurate today. No personal financial advice, no guarantees of returns, income or outcomes, and no claims about being the best. Encourage viewers to seek advice for their own situation.
6. End with this sentence: "Want help turning it into a plan? Search [YOUR NAME OR FIRM] on Google.". Write any website as words, for example "example dot com".
7. Each script covers a different topic. Mix mistakes, myths, client questions, quick how-tos, saving and income in retirement.

Format (follow exactly):
- Start each script with one line: Title: [topic]: [hook]. The title is not read aloud.
- Then the narration as one paragraph.
- After each script, a line that contains only AAA.

Output only the 10 scripts in this format, nothing before or after. I will paste them straight into jajavideo.

Need the next batch? Reply in the same chat: "Write 10 more, completely different questions."

Where to paste it, and what happens next

  1. Copy the prompt

    Fill in your details above, then press Copy prompt.

  2. Paste it into an AI chat

    Open any AI chat in a new tab, paste the prompt and send it. You get 10 scripts back.

    ChatGPT ↗Claude ↗Gemini ↗DeepSeek ↗

  3. Paste the answer into jajavideo

    Copy the AI's whole answer, open the Bulk tab in jajavideo and paste it. You get 10 finished videos.

    Open jajavideo →
Watch: prompt → AI chat → Bulk tab → 10 videos (70 seconds, with sound)

Made with this prompt

Three real retirement videos, made on jajavideo

Each one answers a single question, with a natural voice, a visual for every sentence and the credit at the end. Open a script to read exactly what was pasted.

Video 1 · The question most people ask too late

Read the script

Title: Retirement tip: the question most people ask too lateMost people ask me how much they need to retire when they are five years away. By then, most of the big decisions are already made. The question worth asking earlier is simpler: what do you want your spending to look like in retirement? Once you know that number, you can work backwards to what to save and how to invest. Write down your monthly spending today, then add the things you plan to do more of. That single figure tells you more than any calculator. Want help turning it into a plan? Search Northgate Retirement Planning on Google.

Video 2 · Why your pension pot isn't the whole picture

Read the script

Title: Retirement tip: why your pension pot isn't the whole picturePeople often tell me their retirement savings total is the number that matters most. It matters, but it isn't the whole picture. Two savers with the same total can end up with very different retirements, because what counts is how much income those savings can safely provide, and for how long. A certain savings total might support one lifestyle for thirty years and a very different one for forty. So before you fixate on the total, ask what income you need each month and how many years you're planning for. That changes the answer. Want to talk it through? Search Northgate Retirement Planning on Google.

Video 3 · The paperwork most people forget

Read the script

Title: Retirement checklist: the paperwork most people forgetWhen people plan their retirement, they focus on the money and forget the paperwork. One of the most important pieces is your expression of wish, the form that tells your pension provider who should receive your pension if you die. It is not the same as your will, and providers do not always follow it automatically, but it is a strong guide. Many people filled one in years ago and never updated it after a marriage, a divorce or a new baby. Log in to your pension account, find the expression of wish or nomination form, and check it still says what you want. Want a checklist? Search Northgate Retirement Planning on Google.

Never run out

30 retirement video ideas your clients actually search for

Each one is a full video. Paste any line into the prompt, or into Jaja inside jajavideo, and ask for a script.

Mistakes
  1. Waiting until five years before retirement to plan
  2. Never checking what your old workplace pensions are worth
  3. Keeping everything in cash for decades
  4. Forgetting to update your expression of wish
  5. Ignoring fees on your pension fund
  6. Taking the tax-free lump sum with no plan for the rest
  7. Retiring without knowing your monthly spending
  8. Leaving several small pots scattered across providers
  9. Assuming a government pension alone will cover you
  10. Not telling your partner where everything is
Myths and client questions
  1. "How much do I need to retire?"
  2. "Is it too late to start at 55?"
  3. "Will my pension run out?"
  4. "Should I take my pension all at once?"
  5. "Do I need to stop working completely?"
  6. "Is a government pension enough to live on?"
  7. "Why did my fund go down this year?"
  8. "Can I retire earlier than my pension age?"
  9. "Do I still need to save after I retire?"
  10. "What does a retirement planner actually do?"
Quick how-tos
  1. Find all your old pensions in one afternoon
  2. Work out your monthly retirement spending
  3. Read your pension statement in 60 seconds
  4. Check your expression of wish today
  5. Compare two pension funds in plain numbers
  6. Estimate your government pension online
  7. Set a simple savings target for this year
  8. Review your pension fees in five minutes
  9. Plan a gradual retirement instead of a cliff edge
  10. Build a one-page retirement checklist

Your planning instinct applies here too

What makes a retirement Short get watched

Think of it as a good client meeting, in miniature. The first line is the question they came in with, and the rest is the clear answer they hoped for.

The first 3 seconds are the client's question

Open with the mistake, the myth or the question they are actually typing into search. If the first sentence doesn't earn their attention, nothing after it is seen.

Title as Topic: hook

"Retirement tip: why your pension pot isn't the whole picture" tells the viewer and the platform exactly who it's for.

One question per video

Same rule as a good meeting agenda. Three questions in 40 seconds means none of them lands in the viewer's memory.

Help first, credit last

No "Want to retire early? Call me!" openers. The clear answer earns attention. Your name in the last line earns the follow-up search.

Stay general and compliant

Share education, not personal advice. Say "many people find" rather than "you should", and invite viewers to get advice for their own situation.

A steady rhythm beats a burst

You tell clients that retirement planning takes years, not weeks. An audience works the same way. Make a batch in one sitting, then post at your own pace or schedule them on the platforms.

Think bigger

More than marketing: new ways to earn with video

When a finished video costs you a couple of minutes, video stops being a cost and becomes something you can offer.

Did you know? 57% of video marketers say video reduced the support questions they get.

Source: Wyzowl, State of Video Marketing, 2026

Add a video series to your review service

Clients value regular contact between reviews. Offer a short monthly video answering one common question under your firm's name. You write the scripts with the prompt, jajavideo makes the videos, and you deliver them. Commercial use is included on every plan, and on Unlimited you can put your own logo on the videos.

Example: 10 client firms × 4 videos a month = 40 videos
Your cost on Unlimited: $27 a month in total
Your price: whatever a monthly video series is worth to your clients

Videos for employer pension schemes

Employers often want simple explainers for staff about workplace pensions. A short series is a clear, low-cost way to help them.

Turn one article into a week of clips

Paste a blog post or guide into the prompt and get five scripts from it. Same research, many more places to be found.

Reach clients in their own language

Serving communities who prefer another language? Make the same tips in Spanish, Japanese or Arabic. jajavideo speaks 74 languages, so you can offer what many firms can't.

A friendly first impression

Send a new enquiry a short video explaining the first three things to check before a meeting. It is more memorable than a PDF and it shows your approach in seconds.

Try it now, no signup

Let Jaja write your first retirement video

Jaja is jajavideo's script assistant. Tell it your name and your clients, and it writes your first retirement script right here. Like it? Turn it into a finished video in one click.

You can ask Jaja for more scripts, other topics or other languages after you sign up. Free accounts get 5 watermark-free videos every day.

JajaScript assistant
Hi! I write Shorts scripts for retirement planners. What's your name or firm, and who are your clients? I'll write your first video.

Price

Cheaper than one hour of a freelance editor

Free

$0
  • 5 watermark-free videos a day (≈150 a month)
  • Unlimited after that, with a small credit
  • No card

Unlimited

$27/month
  • Unlimited videos, no watermark
  • Your own logo
  • Priority queue, Bulk mode

Unlimited + Long

$47/month
  • Everything in Unlimited
  • Landscape videos up to 4 minutes
  • Top queue priority

Paid plans are monthly PayPal subscriptions you can cancel any time. The free plan needs no credit card.

Never made a video before? Start here

Every question a first-timer asks, answered

You've never edited a video and never used a system like this. That's fine. Most people who use jajavideo hadn't either. Pick any question below. Can't find yours? Ask Jaja, our agent.

Getting started

I have never edited a video in my life. Can I really do this?

Yes. You never open an editing program, never cut anything and never touch a timeline. You paste text into a box, pick a voice, and press Generate. jajavideo does every video step for you: it splits your text into scenes, picks a picture or clip for every sentence, records the voice-over, adds music and puts animated captions on screen. If you can copy and paste, you can make a video.

What exactly do I need before I start?

Three things: an email or Google account to sign up, a few sentences about a retirement planning topic (or the prompt on this page to write them), and a few minutes. No camera, microphone, software, design skills or credit card.

How do I sign up?

Go to jajavideo.com and press "Continue with Google". It takes about 10 seconds. You can also sign up with an email address. No card is asked for.

What's the very first thing I should do after I sign up?

Make one test video before anything else. Open the dashboard, stay on the Single tab, and paste this:

Title: Retirement tip: check your pension pot
Most people don't know how much is really in their pension. Dig out your latest statement and check the projected income, not just the pot value. If the number surprises you, that's your cue to review your contributions. Small changes now can make a big difference later. Want help making sense of it? Search ClearPath Retirement on Google.

Choose English and any voice, press Generate, and in a couple of minutes you'll see your first finished video. After that, everything else on this page will make sense.

How long until I have my first video?

Usually a couple of minutes per video. If many people are making videos at the same moment it can take a bit longer. You can close the tab: you'll get an email the moment it's ready.

Do I need to install anything?

No. Everything runs in your browser, on a computer or a phone.

Scripts: what the video says

What is a "script"?

Just the words the voice will say in the video. Nothing technical. For a 30–50 second video that's about 90–130 words, roughly one short paragraph.

I'm not a writer or a speaker. Who writes the scripts?

You don't have to. You have three easy options. One: copy the retirement planning prompt on this page into Claude, ChatGPT or Gemini, and it writes 10 scripts for you. Two: inside jajavideo, type one line like "a tip about when to start saving for retirement" and press ✨ Write script. Three: ask Jaja, the script assistant, for ideas in plain words. Your only job is to read the result and make sure the retirement planning advice is correct.

What's the "Title:" line for?

It names your video so you can find it later. It is never read aloud and never shown in the video. Use the pattern Topic: hook, for example Title: Retirement tip: why starting early matters.

Do I write anything about the pictures or scenes?

No. Write only what should be said. jajavideo's built-in director reads your sentences and chooses a matching visual for each one by itself.

How do I make people contact me at the end?

Make the last sentence your credit, for example "Search ClearPath Retirement on Google." The voice reads it out. If you mention a website, write it as words, "clearpath dot com", so the voice says it correctly. Jaja can also add the ending for you if you tell it your website or phone number.

Can I fix a word or a sentence the AI wrote?

Of course. It's just text. Change anything before you paste it into jajavideo. If you notice a problem after the video is made, edit the text and make it again.

What if I run out of ideas?

Use the 30 ideas on this page, write down the questions your clients ask you, or reply to the AI in the same chat: "Write 10 more, completely different tips." You can also paste one of your blog posts and ask for five scripts based on it.

Bulk: many videos in one paste

What is Bulk, in simple words?

Bulk lets you paste several scripts at once and get a separate video for each one. Instead of making ten videos one by one, you paste ten scripts in one go and come back to ten finished videos.

How does jajavideo know where one video ends and the next starts?

Put a line with only AAA between scripts. Each script starts with its own Title: line. Here is the smallest possible example, 3 scripts that become 3 videos:

Title: Retirement tip: one pot per job
Every time you change jobs, you might leave behind a pension pot. Over a career, that can mean several small pots with different providers. Consider consolidating them so you can see the whole picture and manage fees. Search ClearPath Retirement on Google.
AAA
Title: Retirement myth: it's too late to start
It's never too late to start saving for retirement. Even in your fifties, small regular contributions can add up. The key is to begin and to review your plan regularly. Search ClearPath Retirement on Google.
AAA
Title: Retirement question: when can I access my pension?
Depending on where you live, personal pensions can be accessed from a certain age, and that age may rise in future. But taking money early can affect your tax and your future income. Always check your scheme rules first. Search ClearPath Retirement on Google.

Real scripts should be longer (90–130 words), but that's the whole idea: Title, text, AAA, repeat.

Where do I paste them?

In the dashboard, click the Bulk tab (next to Single), paste everything into the big box, choose the language and voice, and press Generate. All videos use the same voice and caption style.

Do I have to write "AAA" myself?

No, if you use the prompt on this page. It already tells the AI to put AAA between scripts, so you copy the AI's answer and paste it as it is.

I forgot the AAA lines. What happens?

If each script starts with its own "Title:" line, jajavideo still splits them correctly. AAA is simply the safest way to be sure.

Can I mix languages in one Bulk paste?

It's best to paste one language at a time, so every video gets a voice that matches. Make the English batch, then the Spanish batch.

Where do I find all the videos afterwards?

On your Videos page. Each one appears as soon as it's ready, and you get an email when they're done. Download them any time within 30 days.

The video itself

Will my face or voice be in the video?

No. The videos are faceless: real images and short clips, a natural AI voice-over, music and captions. Nobody appears on camera, and you never record your voice.

Can I choose the voice and the captions?

Yes. Choose from 300+ natural voices in 74 languages, and from 5 caption styles: Classic, Karaoke, Word Pop, Box Highlight or Two-line.

What if I don't like how a video came out?

Press "Make it again — free". It's made again from the same script with fresh visuals, and it never counts against your free videos.

How long can a video be?

Shorts can run up to about 3 minutes of narration, but 30–60 seconds usually works best. The Unlimited + Long plan adds landscape YouTube videos up to 4 minutes.

What format is the video?

A vertical 1080×1920 MP4, the standard size for YouTube Shorts, TikTok, Instagram Reels and Facebook. Make it once, post it everywhere.

Will faceless videos make me look less professional?

Not when each video teaches a real, specific tip. People judge a short by whether it was worth their time. A clear retirement planning tip with your name at the end reads as expertise.

Posting & scheduling

Do I have to post a video every day?

No. Post at the pace that suits you. The simple rule is: the more useful videos you put out, the more potential clients learn your name. Two or three a week is a fine start. Steady beats occasional bursts.

I don't have time to upload every day. What can I do?

Schedule them. Make a batch of videos in one sitting with Bulk, then use the scheduling tools that the platforms already give you for free, so one video goes live each day (or every other day) while you work.

  • YouTube: upload in YouTube Studio and choose "Schedule" instead of "Public", then pick the date and time.
  • Instagram and Facebook: Meta Business Suite lets you schedule Reels ahead of time.
  • TikTok: on the TikTok website you can set a future posting time when you upload.

One hour on Sunday can fill the whole week. Platform menus change from time to time, so look for the "Schedule" option when you upload.

Where should I post first?

Start with one platform you already use or where your clients are, often YouTube Shorts or Instagram. Once that's a habit, post the same videos on the others. They're already the right size.

What should I write in the description?

One or two sentences about the tip, your business name, and how to contact you. On YouTube, add a link to your website if your channel allows links.

Does jajavideo upload the videos for me?

No. You download each video and post it yourself, so you stay in control of your accounts.

Results

How soon will I get clients from this?

Nobody can promise that, and we won't. Like any marketing, video builds up over time. Give it a steady few months, look at which topics get watched, and make more like those.

How do I know what's working?

Each platform shows you views and how long people watched. Look for videos that keep people watching past the first few seconds, and repeat their topic and opening style.

My first videos got few views. Did I do something wrong?

Probably not. New accounts often start slowly while the platform learns who your videos are for. Keep posting, make your first sentence stronger, and keep each video to one clear tip.

Do these videos help my clients' retirement planning?

They add visibility on YouTube, social platforms and Google Business Profiles, and can keep visitors engaged on pages where they're embedded. No video guarantees new clients or bookings, so don't promise that to clients.

Clients & business

Can I make videos for my clients and charge for them?

Yes. Commercial use is included on every plan, so you can publish videos on your clients' accounts and sell video as part of your retirement planning packages.

Can I put my own logo on the videos?

Yes, on the Unlimited plans. Every video is watermark-free, or carries your own logo if you want it.

Can I make videos in my clients' languages?

Yes, in 74 languages including right-to-left ones like Arabic, Persian and Urdu. Ask the prompt to write in that language, then pick a voice in the same language.

Free plan & price

Is it really free?

Yes. Every day you get 5 completely watermark-free videos, about 150 a month, with no card. After those 5, you can keep making videos with a small "Made with jajavideo" credit.

When do my 5 free videos reset?

Every day at 00:00 UTC.

Do failed videos or redos count?

No. Only finished videos count, and "Make it again" is always free.

What do the paid plans add?

Unlimited ($27/month): unlimited watermark-free videos, your own logo, priority in the queue. Unlimited + Long ($47/month): everything in Unlimited plus landscape videos up to 4 minutes. Both are monthly PayPal subscriptions you can cancel any time.

Ask our agent

Questions about making videos as a retirement planner? Ask.

Never made a video? Not sure what to write, how Bulk works or how to schedule? Ask Jaja in your own words. It knows jajavideo and it knows what retirement planners need.

JajaAnswers questions for retirement planners
Hi! Ask me anything about making videos for your retirement planning work: getting started, scripts, Bulk, scheduling, clients or the free plan.

A better way to get clients

Don't work harder — work smarter.

Let your videos bring you clients, and let the clients come to you.

Your first 5 videos are free today

You help people plan for the life after work. Let them find you first.

You're an expert in your field. Short videos are one of the fastest, easiest ways to show it, and you don't need to be a speaker or a writer: the prompt writes the words, jajavideo makes the video.

Start free →
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