Here are 100 books that Retirement Income Redesigned fans have personally recommended if you like
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I am economist who first started exploring retirement planning for my own personal situation. I became so captivated by the topic that I changed fields and was selected as the Professor of Retirement Income at the American College of Financial Services. I am a past curriculum director for the Retirement Management Analyst designation and past program director for the Retirement Income Certified Professional designation. More recently, I am the co-creator of the Retirement Income Style Awareness and co-host of the Retire with Style podcast. I enjoy learning and teaching about all topics related to retirement.
Michael Zwecher’s Retirement Portfolios is a classic that lays out the case for thinking about retirement from the income perspective, instead of just in terms of portfolio returns.
It provides the philosophy behind income flooring, whether that is done from a lifetime perspective or from a founding of building the income floor rung-by-run over time. This book helped to establish the foundations for treating retirement income planning as distinct from traditional investment management and wealth accumulation.
Retirement portfolio guidance for finance professionals
Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning.
Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create appropriate retirement portfolios. That's why Michael Zwecher-a leading expert on retirement income-has…
The Victorian mansion, Evenmere, is the mechanism that runs the universe.
The lamps must be lit, or the stars die. The clocks must be wound, or Time ceases. The Balance between Order and Chaos must be preserved, or Existence crumbles.
Appointed the Steward of Evenmere, Carter Anderson must learn the…
I am economist who first started exploring retirement planning for my own personal situation. I became so captivated by the topic that I changed fields and was selected as the Professor of Retirement Income at the American College of Financial Services. I am a past curriculum director for the Retirement Management Analyst designation and past program director for the Retirement Income Certified Professional designation. More recently, I am the co-creator of the Retirement Income Style Awareness and co-host of the Retire with Style podcast. I enjoy learning and teaching about all topics related to retirement.
Stephen Huxley and J. Brent Burns bring the topics of dedicated portfolio theory and asset-liability management to life by discussing how to think about retirement investments in a new manner.
They discuss how bonds can be used to meet upcoming expenses, while stocks and other growth investments are earmarked for longer term expenses. This allows each asset class to perform as it was meant. Bonds provide fixed income rather than being used in an asset allocation model that treats them as less risky versions of stocks.
In 2022, we were all reminded how both stocks and bonds can lose value. But when individual bonds are held to maturity, investors know what they will receive.
This book presents the breakthrough technique that outperforms asset allocation - and takes your portfolio to the next level. Over the past two decades, asset allocation has become the holy grail of investment techniques. Experts championed it, brokers and financial planners sold it, clients bought it, and few questioned the wisdom of trying to squeeze widely varying investors and their financial goals into prefabricated "one size fits all" allocation formulas. Problem is, asset allocation has significant flaws in the way it is used today, especially for personal investors."Asset Dedication" exposes these flaws, corrects them, and propels investors and advisors into…
I am economist who first started exploring retirement planning for my own personal situation. I became so captivated by the topic that I changed fields and was selected as the Professor of Retirement Income at the American College of Financial Services. I am a past curriculum director for the Retirement Management Analyst designation and past program director for the Retirement Income Certified Professional designation. More recently, I am the co-creator of the Retirement Income Style Awareness and co-host of the Retire with Style podcast. I enjoy learning and teaching about all topics related to retirement.
When looking for the birth of retirement income planning, many arrows will point to William Bengen, a financial planner who looked to the historical data to better understand about what the sustainable spending rate from an investment portfolio is.
His pioneering research led to what is known today as the 4% guideline for retirement spending. In this book, he combines all his previous research into an easy-to-digest format. He explores what can be learned from historical data when it comes to retirement spending.
The leading edge of the baby boomer wave will pass through age 68 this year. Retirement looms large for them and the 20-year generation that follows. Although many in the generation have saved to supplement their retirement, they will probably live longer in retirement than any previous generation, so they must grapple with questions about how to manage that money and make it last. The purpose of this book is to present the author's groundbreaking research into this topic, presenting new material as well as an update of the original research in a comprehensive, authoritative form.
Magical realism meets the magic of Christmas in this mix of Jewish, New Testament, and Santa stories–all reenacted in an urban psychiatric hospital!
On locked ward 5C4, Josh, a patient with many similarities to Jesus, is hospitalized concurrently with Nick, a patient with many similarities to Santa. The two argue…
I am economist who first started exploring retirement planning for my own personal situation. I became so captivated by the topic that I changed fields and was selected as the Professor of Retirement Income at the American College of Financial Services. I am a past curriculum director for the Retirement Management Analyst designation and past program director for the Retirement Income Certified Professional designation. More recently, I am the co-creator of the Retirement Income Style Awareness and co-host of the Retire with Style podcast. I enjoy learning and teaching about all topics related to retirement.
Dana Anspach’s book on retirement planning is an accessible exploration of how to put together a retirement income plan.
She is a financial planner and well-respected retirement planning expert who was picked to create the retirement planning course for the Great Courses series. This book will help readers prepare their own retirement plans with confidence.
People in their fifties start to wonder: When should I retire? Once I do, when should I take Social Security? Do I need to buy an annuity to make sure I have enough money to last my whole life? Should I move everything into “safe” investments? In short, what do I need to do now to ensure a comfortable retirement? Control Your Retirement Destiny: Achieving Financial Security Before the Big Transition provides practical how-to knowledge on what you need to do to get your finances in order to prepare for a transition out of the workforce. While never easy, retirement…
I’ve lived in four states because of corporate transfers. My background is college teaching/administration, and for each relocation, I found a new job, house, and social groups. This is what retirement is about, the opportunity to learn, re-invent, re-define yourself, and pursue new opportunities and passions. My biology/psychology/relocation background prepared me to address the non-financial aspects of retirement, and I know CPAs/CFPs willing to share their financial expertise. I’ve authored five retirement books, I’m the “Healthy Living” columnist for a magazine, and I’ve been speaking/writing about retirement for the past 22 years. I have a B.S., an M.Ed., and I’m ABD for my doctorate. I can also speak backwards fluently!
This gem of a book translates the results of Wes Moss’s survey of more than 2,000 happy retirees into ten actionable habits that help you achieve your best “second act.” I love the author’s easy, breezy writing style. Find out how many “core pursuits” are needed to make you a happier retiree!
The bestselling author of You Can Retire Sooner Than You Think and host of Money Matters reveals the 10 essential habits for a rich, rewarding, and blissful retirement.
What does it take to have a truly happy retirement? Is it money? A mortgage-free home? An active social life? A long-lasting marriage-or maybe a new one? Finance expert, author, and radio host Wes Moss asked more than 2,000 of the nation's happiest retirees to find out-and their answers may surprise you. Through a series of revealing surveys, Moss noticed a pattern of distinct, recognizable habits that the happiest retirees shared, from…
It’s hard to pinpoint where my interest in cold cases began, but I remember reading about the Isdal Woman and being intrigued. She was found in Norway in 1970, badly burned, with the labels cut off her clothes. Police discovered fake identities and disguises in suitcases left at the railway station, but, to this day, have no idea who she was. I’m a member of several Facebook groups where people investigate cold cases, and I’m always amazed at how these clues can be put together so many years later. Or, in some cases, how some people go unnamed, or crimes unsolved despite all the resources at our fingertips.
I read this while recuperating from an operation, and it was the pick-me-up I needed.
What starts off as a current missing person’s case becomes an investigation into a cold case as it comes to light that the two cases could be linked. The sleuths in this case are retired spies, The Martini Club, and they are such a fun group of characters. It’s the second book of Tess Gerritsen’s to feature this cast of characters, and they have skills to outdo the local police chief, Jo—and occasionally get in her way.
INCLUDES A BONUS SHORT STORY BY LEE CHILD AND TESS GERRITSEN, STARRING JACK REACHER AND THE ENIGMATIC MAGGIE BIRD. . .
The Summer Guests is the exhilarating and gripping new thriller from Sunday Times bestselling author of The Spy Coast.
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'I love this new series . . . The Summer Guests is a cracker of a mystery! I couldn't put it down.' SHARI LAPENA
'What a ride - The Summer Guests hooked me from the first explosive chapter. . . Immersive, compelling, utterly addictive - a masterclass in storytelling.' ANDREA MARA,…
A Duke with rigid opinions, a Lady whose beliefs conflict with his, a long disputed parcel of land, a conniving neighbour, a desperate collaboration, a failure of trust, a love found despite it all.
Alexander Cavendish, Duke of Ravensworth, returned from war to find that his father and brother had…
As a life coach and author of two dozen self-help books, I’ve spent the past twenty years helping people prepare for, plan, and go through major life changes, such as the transition to retirement. I’ve interviewed dozens of retirees about the challenges and opportunities they’ve experienced during their retirement. I’ve designed this guide so you can be strategic in choosing your path, overcome challenges, and make adjustments to make the most of this chapter of your life.
Money is the biggest concern for most people thinking about retirement. Suze Orman is the queen of straight-talk about how best to manage your finances during this chapter of your life. She explains practical steps you need to take to make sure you have enough money to last your lifetime. I love that she is ruthless about making readers consider the long-term effects of their purchases and financial decisions.
THE PATH TO YOUR ULTIMATE RETIREMENT STARTS RIGHT HERE
When you think about planning for retirement - whether it's years in the future or just around the corner - you're bound to have questions. Can I ever afford to stop working? Will Social Security be there for me when I need it? How can I make my money last? Have I waited too long to start saving?
Suze Orman, America's most recognized expert on personal finance, answers all the questions that keep you up at night - starting with the biggest one: It is never too late to start planning…
I am a veteran semi-retired Canadian financial journalist who has long made a distinction between the terms “Retirement” and “Financial Independence.” I recently turned 70 and have been financially independent since my early 60s BUT I am not yet retired. I coined the term Findependence in my financial novel Findependence Day, and since 2014 have been running the Financial Independence Hub blog, with new blogs every business day.
I’ve always like the phrase “Work Optional” to describe the state of being financially independent enough that you don’t have to work for money anymore, but nevertheless choose to for reasons like having a purpose, or structure.
Work Optional is also the title of another fine American book on Financial Independence, bearing the subtitle Retire Early the Non-Penny-Pinching Way. The author is an American woman, Tanja Hester, who “retired” early at age 38, along with her husband Mark, who was then 41.
I put the word “retired” in quotes because, as is usually the case with advocates of the so-called FIRE movement (Financial Independence, Retire Early), Hester didn’t actually retire to do nothing.
Generally, I find that when FIRE proponents say they “retired” at 30 or 40, what they really mean is they quit working as salaried employees for a corporation, to launch what amounts to an encore career built…
A practical action guide for financial independence and early retirement from the popular Our Next Life blogger.
In today's work culture, we're expected to hustle around the clock. But what if you could escape the traditional path and get on one that doesn't require working full-time until age 65? What if you could wake up every day without an alarm clock and do the things you love most?
Tanja Hester and her husband Mark left their crazed careerist lifestyle to live their dream life in Lake Tahoe, retiring early from high-stress careers. Now Tanja will help you map out a…
I became fascinated with retirement plans and policy when I realized that my 401(k)-like retirement plan with a high rate of savings and investment returns would still come up way short in terms of the retirement income needed for me and my family. That led me to initiate a winning campaign to allow those of us in that plan to switch to our employer’s pension plan. In leading that struggle, I had to learn everything possible, beyond what I already knew, about retirement plans. I have a Ph.D. in sociology from the University of Wisconsin and have studied retirement plans in Latin America and Europe as well as the United States.
Wolman and Colmosca, former BusinessWeek writers, were among the early writers to expose just how bad 401(k)s were for workers. They showed how Wall Street interests profited from the plans at the expense of retirement security. They knew a lot about stock market investing and doubted that, even in the best of situations, the stock market would be able to produce enough value to adequately support retirees. They came to the conclusion that the 401(k) system could not be reformed and should be abolished. I liked the book because it was coming from people within the system (BusinessWeek) who realized that it was not working.
The American public was hoodwinked: 401(k)s were established to satisfy corporations, not the interests of working Americans. Portrayed as a perpetual wealth machine, the 401(k) was meant to satisfy the needs of every employee. Yet, it was an impossible promise to fulfill: It was the great 401(k) hoax. According to William Wolman and Anne Colamosca, this was the latest act in the gradual erosion of the nation's retirement system. Drawing from reams of historical and contemporary data as well as economic, social, and political trends, they reveal the system's troubled 100year history. Beyond exposing the hoax, the authors urge everyone…
It is April 1st, 2038. Day 60 of China's blockade of the rebel island of Taiwan.
The US government has agreed to provide Taiwan with a weapons system so advanced that it can disrupt the balance of power in the region. But what pilot would be crazy enough to run…
As a wealth advisor for over 37 years, I find many people reach retirement lacking clarity and confidence. Traditional financial advice often focuses on things that are unknowable, uncontrollable, and frankly don’t matter that much. While sound technical investment, estate, and tax planning are critical, the soul’s need for meaning and purpose are as important as sound financial plans. The path to true financial peace may be simpler than you think. These books can help you focus on the fewer, more critical things so that you can thrive in retirement and free yourself from financial media which is not in business to support your vision of a meaningful life.
If you could only read one book on retirement planning (other than mine of course!), this is the one I’d recommend.
It covers a wide range of financial planning and investment topics: life-planning, goal-setting, investment strategy, financial stress-testing, spend-down strategies, tax-management, social security, Medicare, annuities, insurance, reverse mortgages, estate planning, elder abuse, and more
However, while comprehensive, it also does not get too “deep” in the weeds and is filled with wise counsel.
This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement.
Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including:
Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more.
These topics are explained with the help of specialists in each subject. And everything is based on the…
