Your Complete Guide to a Successful & Secure Retirement
Your Complete Guide to a Successful & Secure Retirement
Authors
Larry E. Swedroe and Kevin Grogan
Published Date
2019
Page Count
272
Overview
“Your Complete Guide to a Successful & Secure Retirement” by Larry E. Swedroe and Kevin Grogan is a comprehensive retirement planning book that covers a wide range of topics to ensure a comfortable and secure retirement. The authors combine their expertise in financial planning to provide practical advice on retirement savings, investment strategies, tax planning, and healthcare, among other important retirement considerations.
Key Themes
- Holistic Retirement Planning: Offers a complete guide to various aspects of retirement planning, including financial, health, and lifestyle considerations.
- Investment Strategies for Retirees: Provides advice on creating a retirement investment portfolio that balances growth and risk management.
- Tax Planning and Estate Planning: Discusses strategies for efficient tax planning and managing estate matters.
- Healthcare and Long-Term Care: Covers the critical aspects of planning for healthcare costs and long-term care in retirement.
Historical Context
Written in the context of an aging population and evolving retirement landscape, the book addresses the challenges and opportunities facing retirees in the 21st century.
Authors’ Background
Larry E. Swedroe is a well-known financial author and director of research, and Kevin Grogan is a managing director of advisory services. Their combined experience in financial planning and investment management informs the comprehensive advice provided in the book.
Impact and Legacy
The book is valued for its thorough and practical approach to retirement planning, providing retirees and those nearing retirement with a detailed roadmap for a successful and secure retirement.
Strengths and Weaknesses
Strengths: Comprehensive coverage of retirement topics, practical advice, and easy-to-understand language make it accessible to a broad audience.
Weaknesses: Some strategies and advice may be specific to the U.S. financial and healthcare systems.
Who Should Read This?
Ideal for individuals planning for retirement, retirees looking to optimize their retirement strategies, and financial advisors seeking a comprehensive resource for guiding clients.
Similar Books
- “The Retirement Maze: What You Should Know Before and After You Retire” by Rob Pascale, Louis H. Primavera, and Rip Roach: A look at the psychological aspects of retirement.
- “How to Retire Happy, Wild, and Free” by Ernie J. Zelinski: Focuses on the non-financial aspects of retirement, including happiness and fulfillment.
Final Thoughts
“Your Complete Guide to a Successful & Secure Retirement” stands out as a thorough and practical guide, offering essential insights and strategies to navigate the complex landscape of modern retirement planning.