Retirement Planning

Since money is the single most powerful tool we have for navigating this complex world we've created, understanding it is critical....

With The Total Money Makeover, you’ll be able to design a sure-fire plan for paying off all debt—from cars to houses and everything in between—recognize the 10 most dangerous money myths, and secure a big, fast nest egg for emergencies and retirement....

After three decades of guiding millions of others through the plan, the evidence is undeniable: the Baby Steps not only work for everyone, but they’re proven to work fast....

Are you tired of spinning your wheels following financial advice that leaves you feeling broker than before? Are you pulling your hair out trying to follow the complicated instructions offered by the gurus? In this audiobook Paris Woods takes the guesswork out of wealth-building....

Becoming Your Own Banker - The Infinite Banking Concept is a text about the power of dividend-paying whole life insurance. This book demonstrates that your need for finance, during your lifetime, is much greater than your need for protection....

This audiobook details a highly efficient form of cash value life insurance designed to supercharge your savings and stockpile wealth....

There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. David McKnight provides a concise, step-by-step roadmap on how to get to the zero percent tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture....

Discover what small financial decisions you can make today to move you closer to your more beautiful tomorrow. Millionaire Mission will do more than help you optimize your army of dollar bills—it will motivate you to be the best version of your financial self.

Even though half of all Americans put money aside for retirement, it isn't until they reach their 60s that many realize that they haven't saved enough....

What are the secrets to a healthy, happy, and wealthy retirement? To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement.

Start Late, Finish Rich applies David Bach's financial wisdom to all those who forgot to save (or just plain procrastinated) and are worried that it is too late to achieve financial freedom....

In a time of rampant misinformation about ways of growing your money, Burton G. Malkiel’s gimmick-free investment guide is more necessary than ever.

Retirement today is more complex than ever before. It is most definitely not your parents' retirement. You will have to make decisions that weren't even part of the picture a generation ago. Without a clear-cut path to manage the money you’ve saved, you may feel like you're all on your own.

Millionaire Milestones will change the way you think about money—teaching you a wealth-building mindset and arming you with the facts and figures you need to hit your financial goals, without sacrificing your time and happiness.

In The Automatic Millionaire, David Bach shares the secret to becoming a millionaire....

If you don't plan on working hard all your life...this book is for you. If you're ready to retire (or want to retire early enough to enjoy your retirement years) you can learn from Robert's story of how he and his wife Kim started with nothing and "retired" in less than 10 years....

With over 1 million social media followers who trust her no-nonsense, easy-to-understand Medicare and Social Security advice, Attorney Sylvia Gordon cuts through the confusion to help you make the right decisions the first time.

Discover how to plan for retirement and what to do after retirement, even on a fixed income! Are you seeking to make a plan for life after work, with purposeful activities that align with your interests and budget? Do you desire a vibrant social life and the thrill of trying new things?

In just ten short, accessible, and inviting chapters, Rethinking Investing: A Very Short Guide on Very Long-Term Investing presents straightforward steps that ordinary people can take to better invest their money.

How to Retire Happy, Wild, and Free offers inspirational advice on how to enjoy life to its fullest....

American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next 10 years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion....

Don’t break the bank—learn to create and stick to a budget with this comprehensive, easy-to-understand guide to saving money sensibly in this edition of the popular 101 series....

Yale’s chief investment officer David F. Swensen provides an indispensable road map for creating a successful investment program.

Live Your Life Insurance shows you exactly how you can take advantage of one of the most common financial tools. In it, you'll discover exactly how you can use your life insurance....

With Retirement Planning Made Easy, you have a blueprint to navigate your unique financial landscape, tearing down the barriers of complex financial jargon.

Millionaire Milestones will change the way you think about money—teaching you a wealth-building mindset and arming you with the facts and figures you need to hit your financial goals, without sacrificing your time and happiness. It’s a progressive strategy that you can adapt for any stage of your journey.

In Unraveling Your Relationship with Money, renowned financial expert and Certified Trauma of Money Specialist Shannah Game delivers an inspiring, informative, and at times cathartic guide to improve your behavioral finance skills, gently resolving deep-rooted trauma related to emotions like shame, fear, and panic surrounding money, and finally start reaching your financial goals.

From how to save for the day when you stop—or scale back—working to smart investment strategies to the best states to retire in to how to calculate your benefits, Retirement 101, 2nd Editions helps you create a retirement plan to accomplish your goals whatever they are.

Master Your Retirement Plan bridges the gap between complex theories and real-world strategies, empowering you to take control of your future.

Your All-in-One Blueprint for Financial Security, Legacy Protection & Tax-Smart Wealth Building If you're serious about protecting your legacy, making your money last, and leaving behind more than just memories, this book is your one-stop guide. Living Trusts + Wills, Retirement, Tax & Estate Planning – The 6-in-1 Guide gives you everything you need to create a complete financial and legal game plan for your future—and your family's. What Makes This Book Special?

Ever wonder why retirement doesn’t feel like the freedom you were promised? If you’ve been wondering why retirement doesn’t feel as fulfilling as you thought… there’s a reason. The real problem isn’t your bank account. It’s something deeper. It’s what I call the Retirement Disorientation Loop™— that quiet but disorienting cycle where, after years of structure, identity, and purpose tied to work... everything suddenly disappears. You wake up free, but directionless. The days blur. Motivation dips. And without a map, you start asking, “Is this really it?

Comienza a Cuidar de tu Retiro de la Mejor Forma... ¡¡DESDE ESTE MOMENTO!! ¿Sabías Qué?... En México, se calcula que 7 de cada 10 mexicanos no tendrán acceso a una pensión. De los otros tres que sí, la gran mayoría recibirá de pensión únicamente el 28% de su último sueldo, ¿crees que eso alcance para vivir? La vejez es un momento complicado, en términos de salud, de recursos, de trabajo, etc... ¡¡no lo compliques más!! Aunque a muchas personas les pasa desapercibido, la realidad es que el retiro está mucho más cerca de lo que crees: Dime si no es cierto que la vida se ...

Cash Flow Freedom – Building Wealth That Pays You Forever Are you ready to take control of your financial future and create income that keeps flowing—month after month, year after year? Cash Flow Freedom – Building Wealth That Pays You Forever is your step-by-step blueprint to building sustainable income streams that not only cover your lifestyle but generate lasting wealth for generations to come. This empowering guide walks you through the exact strategies to create financial independence by mastering real-world wealth-building tools. Whether you’re just starting your financial ...

This isn’t an academic textbook filled with dense financial theory. No more guessing or feeling uncertain about the decisions you’re making. This audiobook will give you the reassurance and confidence you’ve been searching for.

If you enjoy practical advice, inspiring ideas, and actionable steps to make the most of your retirement, then you’ll love Lara West’s insightful and motivating collection. Download The Ultimate Collection of Fun Things to Do in Retirement today and start creating the retirement you’ve always dreamed of!

Juggling adult kids at home while trying to keep your nest egg? Trust me, I get it. This Making More Money for YOU! book is your down-to-earth guide to growing your wealth in today's wild economy—without turning your home life upside down. As someone who's been there, I'll walk you through real strategies that actually work when you're balancing family life with financial goals. Here's what you'll learn: Smart Money Moves That Make Sense: No fancy jargon here—just straightforward advice on investing, whether you're working with a little or a lot. We'll look at everything from the stock ...

Find out what many in the financial world don't want you to know. Laid-back investing is not only easier, it can actually make you richer. Learn how to kill off debt, curb spending, find your best KiwiSaver fund, save painlessly, buy a house or be happy not buying one, and move confidently towards and through retirement (hint: you don't need $1 million). You'll also learn why it's best to 'set and forget' your investments. And why, beyond a certain point, having more money is not the key to happiness.

Whether you’re blazing your trail to the top one percent or ensuring your wealth works as relentlessly as you do, Wisdom to Be Wealthy is the game-changing guide you need to uncover the hidden pathways to wealth that most people never explore—are you ready to see what others overlook?

The Smart Retirement Plan is a practical, strategy-driven guide for anyone who wants to approach retirement with clarity, control, and financial confidence. In today’s fast-changing world, retirement planning is no longer optional—it’s essential. This book provides a step-by-step roadmap for building a retirement that’s stable, flexible, and aligned with your personal goals and values.

This book is written to guide business owners and founders, their supporting legal, tax, and valuation professionals, even bankers who often support the entire process. Succession planning is a powerful tool that will touch the lives of today’s owners and tomorrow’s successors, their families, and all of the clients being served by a Professional Service Provider – even your current clients’ children and grandchildren!

Are you approaching retirement with excitement and uncertainty? Wondering how to stay engaged and make the most of your newfound freedom? Concerned that finances might hold you back? You’re not alone. Retirement is a major life transition, but it can be the most fulfilling phase yet. With the right approach, you can create a life filled with meaning, adventure, and connection—without overspending. The Affordable Retirement Bucket List is your guide to discovering purpose, exploring new passions, and embracing exciting experiences while staying within your budget.

When it Comes to Wealth, Are You Playing Small or Leveraging the Power Plays? We all wish we could attain financial freedom, but the cards are already stacked against you if you don’t understand how the wealthy invest. Most financial and tax advisors aren’t equipped to help their clients develop a wealthy mindset. The truth is the wealthy invest across multiple Super Asset Classes and layer these investments together to minimize taxes, create cash flow, and build their assets. But these strategies don’t have to remain a mystery.

This isn’t another book on frugality or risky investing. It’s a real-world plan for middle-income earners stuck with credit cards, student loans, or a mortgage that never seems to end. If you're tired of living paycheck to paycheck and ready to take control, this is for you.

In this illuminating guide, trusted financial advisor Jim Elios shares the wisdom gained from decades of helping clients achieve their ideal retirement. With a perfect blend of personal anecdotes, practical advice, and financial insights, "Envision, Enlighten, Enrich" is your roadmap to a fulfilling and worry-free retirement.

It’s time to break the retirement mold and do retirement your way. Whether you want to keep working beyond the traditional retirement years, enjoy a classic retirement playing golf and bridge, go back to school, or start a business, this book offers a clear 7-step roadmap to help you get there and enjoy the journey.

Do you walk? Would you like to walk? Would you like to like to walk?This is not a book about walking for exercise. This is a book about walking for joy—“Because,” says Dr. Bellah, “if you love to walk, you’ll get all the exercise you need.” So what will bring joy to your walks? Based on the words of famous walkers both living and long deceased, Bellah offers dozens of strategies. You’ll learn to walk with cheerfulness, spontaneity, curiosity and imagination. You’ll see how some have out-walked their troubles. And you’ll discover the pleasure of places to walk, like ...

Retirement can be daunting. Maybe you're asking yourself: When should I retire? Can I handle a financial crisis? Will I have enough for the grandkids' college? Launch Your Retirement contains a plan to relieve worry and secure your future. You'll learn The Five Pillars for a Solid Retirement: Income Planning: Maximize your earningsInvestment Planning: Control your risks. Tax Planning: Outsmart Uncle Sam. Healthcare Planning: Prioritize care over cost. Legacy Planning: Secure your family's future.

Many people want to protect their assets, secure their family’s future, and gain peace of mind—but the process can seem complex. Estate Planning for Beginners simplifies everything with clear, actionable steps so you can take control.

Are you tired of living paycheck to paycheck or trading your time for money? Life on Your Terms is your step-by-step audio guide to building passive income, mastering daily habits for success, and achieving lasting financial freedom.

Successful retirement planning is all about using the appropriate financial tools and products at the right time to enhance an individual’s unique situation. What works for one client may not be so good for another because we are all different people with different goals. While I can’t tell you exactly how to plan your retirement, I can provide general guidance based on my many years of experience. By the time you finish this book, you will know enough about the philosophy and process of Retire for L.I.F.E.™ to hopefully give you increased confidence.