Overview

Noted international retirement expert Barry LaValley and US advisor Mark Finke examine the non-financial aspects of your transition into retirement. This retirement book focuses on preparing your mind for retirement and helps you understand the retirement psychology, retirement health, retirement relationships and the role that money plays in retirement planning. The goal of the book is to give readers a retirement planning tool that can be updated on an ongoing basis by both pre-retirement planners and retirees. Special information is provided for both American pre-retiree planners and American retirees who seek to understand what successful retirees do. The authors look at the best retirement research available in North America and throughout the world and use that research to help readers devise an effective Third Age Retirement plan. Note, this retirement planning book contains many retirement planning exercises for readers as part of the book along with many ""Did you know's?"" and ""Have you thought about's?"" relating to your retirement.

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9780692233481

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BARRY LAVALLEY is President, Retirement Lifestyle Center and has studied the retirement transition in North America, Australia and Great Britain for the past twenty years. His company is a research, education and advocacy organization focused on the non-financial aspects of the transition into retirement for aging boomers. Barry's approach is to look at the psychological and emotional aspects of aging; he then uses the research available from around the globe to help people understand their passage to this next phase of life. His work in the financial services industry starting in 1980 helped him to build his model for the transition into retirement. He has contributed extensively to the text books on retirement for Moodys Analytics as well as other prominent publications. Barry conducts his work around the globe and speaks and writes extensively on retirement issues. In addition, he has worked with several major financial institutions in both Canada and the US to help build client-facing programs on retirement. Barry and his wife Melissa live in Nanaimo, British Columbia. MARK FINKE has over twenty years of experience in corporate finance and personal financial services. He holds a Master's degree in Business Administration from the Olin School of Business at Washington University in St. Louis and is a Certified Financial PlannerTM Practitioner and a member of the Financial Planning Association. Mark got his start with the career agency of Phoenix Home Life where he maintained his personal practice before joining MSMF as a partner in 1995. With time, Mark has developed his expertise with investment strategies, retirement plan distribution, and retirement transition planning. As a partner at MSMF, Mark focuses on helping his clients with their own unique retirement transition. He leverages his background, network, sense of humor, and heightened understanding of the needs of his clients to create retirement plans that truly take advantage of the shifting landscape of retirement.

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