Retirement can be one of the most rewarding and fulfilling times of your life, but it can also be fraught with challenges and uncertainty. The landscape is constantly changing. New laws are enacted each year that change the rules of the game, and strategies that worked best last year might not work as well this year. How do you stay ahead of the curve? By treating your wealth the same way you treat your health – with a yearly checkup! This book is all about optimizing your financial life and unleashing your retirement efficiency – necessary for a long period of unemployment – which is essentially what retirement comes down to. Your “doctor” is Casey Weade, CFP®,CLU®,RICP®, one of America’s leading retirement planning professionals. Casey works to provide up-to-date and comprehensive financial planning strategies to retired individuals and those approaching retirement, helping them to achieve total wealth optimization and reliable income strategies that will last their lifetimes. He is in high demand as a public speaker and hosts his own weekly radio and TV talk show, as well as being a regular contributor to Kiplinger, the major financial publication. If you read his first book, “The Purpose-Based Retirement,” you know many people retire without a clearly defined goal. Casey believes a retirement strategy, like railroad tracks, keeps you moving toward a destination, and that simply investing and hoping for the best is not a strategy. Without a strategy, you run the risk of having your retirement derailed by severe inefficiencies for a number of reasons. In this book, we will review a handful of actions you can take THIS YEAR to improve the efficiency of your financial life.
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