Book review of Retirement Planning That Delivers

by Pete Bosse PhD CFP (Author)

Worried about retirement? "Retirement Planning That Delivers" offers a refreshing approach, shifting the focus from mere finances to a holistic vision of a fulfilling retirement. Unlike traditional financial guides, this book prioritizes your passions, purpose, and well-being, alongside financial strategies. Author Pete Bosse, PhD CFP, presents five powerful strategies to build a customized retirement roadmap, prioritizing experiences and healthspan over accumulating wealth. Learn to discover your true passions, build resilience against life's unexpected events, and maximize your income streams. Whether you're starting now or feel behind, this practical guide provides actionable steps to create a worry-free, joy-filled retirement, exceeding mere financial security. It's time to stop stressing and start living the retirement you deserve.

Retirement Planning That Delivers: 5 Powerful Strategies for Better Bucket-List Results, a Longer Healthspan, and More Memorable Experiences
4.9 / 114 ratings

Review Retirement Planning That Delivers

"Retirement Planning That Delivers" isn't your typical retirement finance book; it's a breath of fresh air. While it certainly covers the financial aspects – and does so thoroughly, addressing concerns about Social Security, Medicare, and inflation – it goes far beyond the numbers. This book recognizes that a fulfilling retirement isn't just about having enough money; it's about living a vibrant, purpose-driven life.

What truly resonated with me was the book's holistic approach. It acknowledges the interconnectedness of financial security, physical and mental health, personal purpose, and meaningful relationships. Instead of simply presenting a checklist of financial strategies, it encourages deep introspection. The author prompts readers to define their "why" – their passions, their goals, their aspirations for this next chapter – and then uses that as the foundation for crafting a personalized retirement plan.

The five core strategies – extending healthspan, finding purpose, creating memorable experiences, building resilience, and securing financial stability – are presented in a clear, accessible way. Each strategy is unpacked with practical tips, engaging examples, and actionable steps. I found the "quick tips" scattered throughout especially helpful; they offered concise, memorable takeaways that I could easily apply.

The author's transparency about his own experiences adds a layer of authenticity. He doesn't present himself as having all the answers; instead, he shares his own journey and challenges, making the reader feel understood and less alone in the process of retirement planning. This honest approach is refreshing and builds trust.

The emphasis on experiences over material possessions is particularly insightful. Many retirement books focus solely on accumulating wealth, but this one emphasizes the importance of investing in enriching experiences, relationships, and personal growth. This shift in perspective is invaluable, encouraging a mindset of creating memories and living a fulfilling life rather than simply accumulating possessions.

For those of us approaching or already in our 50s and beyond, this book offers a timely and relevant roadmap. It's not just about avoiding financial pitfalls; it's about proactively shaping a future filled with joy, purpose, and well-being. The book encourages us to take control of our destinies and create a retirement that reflects our unique values and aspirations. The inclusion of free bonus resources, such as courses and budgeting tools, adds significant value, providing practical tools to support the strategies outlined in the book. It's a comprehensive guide, offering both inspiration and actionable steps to build a truly fulfilling retirement. Overall, "Retirement Planning That Delivers" is a must-read for anyone seeking a holistic and empowering approach to their retirement journey.

Information

  • Dimensions: 6 x 0.45 x 9 inches
  • Language: English
  • Print length: 196
  • Publication date: 2024

Book table of contents

  • Preface
  • Introduction
  • Extending Healthspan
  • Preservation and Duration
  • Finding Purpose
  • Living Your Passion
  • Creating Memorable Experiences
  • Building Resilience
  • Bouncing Back from Adversity
  • Financial Security
  • Laying the Foundation for Free
  • Bonuses: Links to Resources
  • Conclusion
  • References
  • Retirement Planning
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Retirement Planning That Delivers: 5 Powerful Strategies for Better Bucket-List Results, a Longer Healthspan, and More Memorable ExperiencesRetirement Planning That Delivers: 5 Powerful Strategies for Better Bucket-List Results, a Longer Healthspan, and More Memorable ExperiencesRetirement Planning That Delivers: 5 Powerful Strategies for Better Bucket-List Results, a Longer Healthspan, and More Memorable ExperiencesRetirement Planning That Delivers: 5 Powerful Strategies for Better Bucket-List Results, a Longer Healthspan, and More Memorable ExperiencesRetirement Planning That Delivers: 5 Powerful Strategies for Better Bucket-List Results, a Longer Healthspan, and More Memorable ExperiencesRetirement Planning That Delivers: 5 Powerful Strategies for Better Bucket-List Results, a Longer Healthspan, and More Memorable ExperiencesRetirement Planning That Delivers: 5 Powerful Strategies for Better Bucket-List Results, a Longer Healthspan, and More Memorable Experiences