Retirement Planning

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....

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.

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

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....

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....

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.

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....

Two million dollars. That's how much money anyone under age 40 will need to accumulate to retire. That often means working 40-hour-weeks and penny-pinching your whole life. How else could you save a cool $2 mil? Listen to find out more....

The Ultimate Retirement Guide for 50+ gives you the no-nonsense advice and practical tools you need to plan wisely for your retirement in today's ever-changing landscape. You'll find new rules for downsizing, spending wisely, delaying Social Security benefits....

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....

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....

Make financial freedom real with the right mindset, right process, and right action steps.

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

Learn what end of life can teach us about the secret to financial independence and making every moment count with this life-altering collection of tips from Dr. Jordan Grumet, host of the award-winning Earn & Invest podcast....

Renowned tax advisor Ed Slott returns in The Retirement Savings Time Bomb Ticks Louder with the ultimate guide to reclaim control of your financial future and keep more of your money—no matter what Congress comes up with next.

In 2000, when top financial philosopher and best-selling author Mitch Anthony first presented a new way of thinking about retirement, it was novel, and many critics didn't buy into it....

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

Discover the secret to financial security that empowers you to invest, grow, and protect your money like the wealthy! Retirement expert Shirley Luu educates her listeners on what she believes to be the single most powerful financial security vehicle available for Americans today: the IUL....

Don’t even think about navigating YOUR social security benefits until you listen to this essential guide – Understand your options and secure your retirement for financial independence, even if you’re just starting your journey.

Retiring?: Your Next Chapter Is About Much More Than Money is a practical, concise, and encouraging guidebook specifically written to help you understand and plan for the profound, inescapable non-financial challenges that retirement brings.

Understanding how to invest wisely for your future can be daunting. Many people never get started for fear of making mistakes. Others make choices based on hearsay and hope....

Many of us have been raised on the traditional notion of a three-stage approach to our working lives: education, followed by work and then retirement....

Get What's Yours has proven itself to be the definitive book about how to navigate the forbidding maze of Social Security and emerge with the highest possible benefits....

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. In this fully updated edition, Malkiel reveals how to be a tax-smart investor and addresses current investment trends, including factor investing, risk parity, cryptocurrencies, and ESG portfolios. A Random Walk Down Wall Street remains the best investment guide money can buy.

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. These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.

**Escape the 9-5: Crafting Your Path to Forever Income** *By J. R. Glenn* *Copyright: 2024* Ready to break free from the daily grind and design a life of financial freedom? *Escape the 9-5: Crafting Your Path to Forever Income* is your essential guide to unlocking sustainable, long-term income through diverse, proven strategies. Whether you’re aspiring to become a digital nomad, invest in real estate, or create a thriving online business, this book covers everything you need to know to transition from the 9-5 hustle to financial independence. Inside, you’ll explore: - **Forever Income ...

Are you unsure how to fill the countless hours once consumed by a busy work schedule? Are you terrified of feeling isolated or disconnected in your golden years? You’re not alone. The retirement journey can often feel like stepping into the unknown. But here's the good news—retirement is not the end; it's the beginning of your most fulfilling chapter, and this guide will show you how!

Unlock the path to financial freedom with A 30-Day Plan to Master Your Finances and Achieve Financial Freedom. This powerful, step-by-step guide is designed for individuals seeking to take control of their money, eliminate debt, grow their savings, and build long-term wealth—all within 30 days. Whether you’re just starting your financial journey or looking for a structured plan to elevate your success, this book provides the tools and strategies you need to achieve your financial goals. In this 30-day program, you’ll learn how to: Shift your money mindset and take control of your ...

Unlock Your Path to a Tax-Free Retirement Are you approaching retirement or already enjoying your golden years? Imagine maximizing your hard-earned savings and keeping more money in your pocket to live the retirement lifestyle you've always envisioned. Your Tax-Free Retirement Blueprint: 19 Proven Strategies to Slash Your Taxes in Retirement is your comprehensive roadmap to achieving financial freedom and minimizing taxes during your retirement years. In this easy-to-understand guide, you'll discover 19 proven strategies that will empower you to take control of your financial future. From ...

Your retirement is calling: It’s time to seize the joy of your golden years, even if you fear it may be filled with boredom or solitude.

Medicare is one of the biggest decisions you'll make as you move towards retirement. There's no question, though, that it can be really, REALLY confusing. That's where author Matt Feret comes in. His goal is to provide Medicare Advantage PPO, HMO, Medicare Supplement plans, Medicare Part D, Medicare Part A and Medicare Part B insurance advice, and an industry insider's expert perspective that will save you time and money.

Having a hard time figuring out your optimal Social Security claiming strategy? Navigating Social Security benefits can be a confusing process. Claiming at the wrong time can cost you and your heirs hundreds of thousands of dollars over your lifetime. But it doesn't have to be intimidating. Industry insider Matt Feret helps simplify the process for you and makes it clear. With decades of experience in retirement and aging issues, Matt walks you through the Social Security maze, and gets you ready for the best time of your life...

Conquer the ASPPA CBS Exam: Your Guide to a Career as a Cash Balance Specialist is a comprehensive resource designed to help you master the complexities of cash balance plans and achieve certification as a Cash Balance Specialist (CBS). This guide covers every aspect of cash balance plan management, including plan design, compliance with ERISA regulations, fiduciary responsibilities, and investment strategies. It provides in-depth explanations of key topics such as liability-driven investing, nondiscrimination testing, and the intricacies of plan conversions. The guide also includes ...

"Conquer the ASPPA QKA Exam: Your Guide to a Career as a Qualified 401(k) Administrator" is an essential resource for professionals seeking to achieve the QKA certification and excel in the field of 401(k) plan administration. This comprehensive guide covers all critical topics needed to master the QKA exam, including plan design, eligibility, contributions, vesting, distributions, loans, compliance testing, and fiduciary responsibilities. The book provides in-depth explanations of complex concepts, helping readers build a strong foundation of knowledge that is crucial for both the exam and...

Conquer the ASPPA RPF Exam: Your Guide to Retirement Plan Fundamentals is a comprehensive study guide designed to help professionals master the complexities of retirement plan administration and successfully pass the ASPPA Retirement Plan Fundamentals (RPF) exam. The guide covers key topics essential to retirement plan management, including the differences between defined benefit and defined contribution plans, the intricacies of ERISA (Employee Retirement Income Security Act) compliance, and the critical aspects of contributions and distributions. It delves into fiduciary responsibilities,...

Conquer the ASPPA QKS Exam: Your Guide to a Career as a Qualified 401(k) Specialist is an essential resource for professionals seeking to advance their expertise in 401(k) plan management and achieve the prestigious QKS certification. This comprehensive guide covers the core concepts and principles necessary to excel in the field, including the fundamentals of defined contribution plans, employee deferrals, matching contributions, and the intricacies of 401(k) plan design and setup. In addition to exploring the technical aspects of 401(k) plans, the guide delves into the critical ...

As you leave working life and venture into the world of retirement, this book may become your personal companion. Understand your honeymoon period and the challenges that lurk within the abundance of free time. Discover how the body and mind slowly change with age. By knowing this you can steer yourself towards greater experiences before it’s too late. And, above all, how you can be happy in retirement. This easy audio guide eases you away from working life with the potential for making the next twenty years your best years. And that’s the reason for retirement.

Protect your loved ones, maximize your wealth transfer, and secure your legacy, even if you don’t know where to start. Regardless of your age or estate size, it's never too late or early to start planning. Leaving your loved ones with a clear, legally binding plan reduces uncertainty and prevents complications. Are you overwhelmed by the complexities of estate planning? Do you worry your loved ones will be burdened with legalities and taxes rather than comfortably secured? Has the fear of legal jargon kept you from taking the first step? If so, you’re not alone.