The Retirement Answer
The Six Key Decisions Every Retiree Needs to Make
Will be published approx. on 29. September 2026
Book
Paperback/Softback
256 pages
978-1-80409-447-1 (ISBN)
Description
Are you worried about your financial future in retirement? You're not alone.
Seventy-nine percent of Americans agree that we are in a retirement crisis.
Drawing on 35 years of experience, bestselling author and financial advisor Daniel Goldie offers you the solution in The Retirement Answer.
This is an essential guide to overcoming the roadblocks of retirement planning, such as the fear of running out of money, and provides practical tools like an Annual Retirement Checklist to make sure you stay on track.
The book focuses on the six critical decisions every retiree needs to make:
The Timing Decision: Discover not just if you can retire, but if you should retire, by weighing the financial and personal trade-offs involved.
The Social Security and Medicare Decisions: Learn how these programs work so you can maximize your benefits and avoid costly, lifelong penalties.
The Distribution Decision: Learn how to create a sustainable, tax-efficient income stream from your investments that will last a lifetime.
The Investment Decision: Make prudent investment decisions by understanding how markets work and how to manage risk in retirement.
The Legacy Decision: Define and plan for the financial and personal legacy you wish to leave for your family and community.
Whether you're nearing retirement or already there, it is never too late to learn these essential concepts and confidently plan your retirement.
The Retirement Answer provides the knowledge for a successful, worry-free life after work
Seventy-nine percent of Americans agree that we are in a retirement crisis.
Drawing on 35 years of experience, bestselling author and financial advisor Daniel Goldie offers you the solution in The Retirement Answer.
This is an essential guide to overcoming the roadblocks of retirement planning, such as the fear of running out of money, and provides practical tools like an Annual Retirement Checklist to make sure you stay on track.
The book focuses on the six critical decisions every retiree needs to make:
The Timing Decision: Discover not just if you can retire, but if you should retire, by weighing the financial and personal trade-offs involved.
The Social Security and Medicare Decisions: Learn how these programs work so you can maximize your benefits and avoid costly, lifelong penalties.
The Distribution Decision: Learn how to create a sustainable, tax-efficient income stream from your investments that will last a lifetime.
The Investment Decision: Make prudent investment decisions by understanding how markets work and how to manage risk in retirement.
The Legacy Decision: Define and plan for the financial and personal legacy you wish to leave for your family and community.
Whether you're nearing retirement or already there, it is never too late to learn these essential concepts and confidently plan your retirement.
The Retirement Answer provides the knowledge for a successful, worry-free life after work
More details
Language
English
Place of publication
Petersfield
United Kingdom
Target group
Interest Age: From 18 years
Product notice
Paperback (UK-trade)
Dimensions
Height: 216 mm
Width: 140 mm
Thickness: 25 mm
Weight
454 gr
ISBN-13
978-1-80409-447-1 (9781804094471)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Person
Daniel Goldie is a Senior Wealth Advisor with Focus Partners Wealth, one of the largest fiduciary advisory firms in the United States. He holds a BA in economics from Stanford University and an MBA from U.C. Berkeley's Haas School of Business. He is a CFA (R) charterholder and a Certified Financial Planner (TM) and has been frequently recognized by Barron's as one of the nation's top financial advisors.
Goldie co-authored The Prudent Investor's Guide to Beating Wall Street at Its Own Game and The Investment Answer. He is also the author of The Retirement Answer which aims to help readers navigate the financial decisions surrounding retirement. He began his investment career in 1991 after retiring from the ATP Tour, where he was a Wimbledon quarterfinalist and won four professional titles. A former NCAA men's singles champion for Stanford, he has been inducted into the Intercollegiate, Northern California, and Stanford Sports Halls of Fame.
Goldie co-authored The Prudent Investor's Guide to Beating Wall Street at Its Own Game and The Investment Answer. He is also the author of The Retirement Answer which aims to help readers navigate the financial decisions surrounding retirement. He began his investment career in 1991 after retiring from the ATP Tour, where he was a Wimbledon quarterfinalist and won four professional titles. A former NCAA men's singles champion for Stanford, he has been inducted into the Intercollegiate, Northern California, and Stanford Sports Halls of Fame.