Overview

Retirement, lived to its best potential, is synonymous with freedom. The freedom to do what you want when you want with whomever you want. Whether that's travel, grandkids, volunteering, hobbies, or some combination, is up to you. You make your own rules.Yet, on top of all of the decisions about how you will spend your newfound leisure time, you must first buy yourself this time, in a rather literal sense. How will you pay your bills? How can you protect what you have for the next generation? How will you fund your activities when every day is a Saturday? Some people spend decades planning their answers to these questions. Others don't give it too much thought until their retirement day is imminent. Regardless of where you are on the spectrum, there's no time like the present to make a plan for getting and staying retired. In Carpe Freedom, longtime financial professional Bill Saoud and son and financial advisor Aaron Saoud bring an inter-generational family perspective to the questions of retirement finances. Using stories from their own life experiences and financial practice, the Saouds navigate the various choices faced by those planning for retirement: - Planning for taxes - Ways to fund health care - Social Security benefits - How to build your own retirement income stream - Helping protect your assets from market risk and inflation - And more Stories and real-life perspectives help make Carpe Freedom accessible and understandable for every level of reader. From seasoned investors to those just starting to look at the finances of retirement, each reader should find a takeaway for how they can seize their retirement and seize freedom.

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