Simplify Your Retirement

Many people mistake having an investment portfolio, an insurance product, or a retirement savings plan like a 401(k) for having an actual retirement plan. A plan may include all of those items, but retirement planning goes beyond investments because it includes tax, insurance, and legacy planning.

Fear and anxiety are what characterize most people as they near retirement. But it does not have to be that way. This book will give you a planning method that will give you the confidence you need in retirement. It also will give you the tools you need so that you can be free to give, serve, and enjoy life like never before.

Simplify Your Retirement® was written with the intention of sharing decades of retirement planning experience with pre-retirees and retirees who are ready to:

• Clarify their retirement goals.

• Create a retirement plan that supports their desired lifestyle.

• Customize a retirement plan that goes beyond savings and investment accounts.

You only get one chance to retire. Simplify Your Retirement® explains how to plan for it.

1. Opening Credits
2. Acknowledgments
3. A Word From The Author
4. Chapter 1: The Five Principles of Retirement Planning
5. Chapter 2: The Starting Point
6. Chapter 3: A Paradigm Shift
7. Chapter 4: Getting Real About Retirement
8. Chapter 5: The Planning Process
9. Chapter 6: Understanding the Key Retirement Risks
10. Chapter 7: Taking Control of Tax Risks
11. Chapter 8: Managing Long-Term Care Risks
12. Chapter 9: The Three-Bucket Approach
13. Chapter 10: A Legacy Beyond Wealth
14. Chapter 11: A Retirement Plan That Leads to Freedom
15. Chapter 12: The Need for a Specialist
16. Conclusion
17. Closing Credits