Overview

Unlock Your Best Retirement: Master the Art of Income PlanningImagine a retirement where financial worries are a thing of the past, and your biggest concern is how to spend your free time. 'The Retirement Income Equation"" offers the keys to achieving just that. If you are a member of Gen X or a Late boomer, this book was written for you by a fellow GenX'er. You will learn: Custom Tailored Strategies: Your retirement should be as unique as you are. Simple, Actionable Steps: Break down complex financial jargon into easy-to-implement actions. Future-Proof Your Finances: Learn how to shield your savings from inflation and market fluctuations. Family Inclusive Planning: Include your loved ones with strategies that benefit the entire family. Whether you're starting late, think you haven't saved enough, or you believe you're too young to start planning-this book dispels the myths and reveals the truths about securing a financially stable retirement.

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Reviews

I really like how this book presents in-depth financial concepts alongside clear explanations. If you're seeking to ensure your retirement income and need a straightforward plan, I highly recommend this book for anyone nearing retirement. It has been extremely beneficial in simplifying the intricacies of retirement planning by outlining various strategies for sustaining a steady income during retirement. This has made it easier to comprehend how to prolong your savings. The author offers useful guidance on handling investments, Social Security, and other income sources, which has boosted my confidence in my financial future. - Raptorbyte (Amazon Verified Purchase) - 5 Star This book offers tailored strategies to secure a financially stress-free retirement. Jeff Kikel breaks down complex financial concepts into simple, actionable steps, ensuring readers can future-proof their savings and include their loved ones in the planning process. With over three decades of experience, Kikel provides a comprehensive roadmap for a prosperous and fulfilling retirement, making this book a must-read for anyone looking to gain financial confidence and peace of mind. I recommend it - Jean Luc Laurent (Amazon Verified Purchase) - 5 Star Review. This book helped me break down the daunting financial puzzle of planning for my retirement into manageable pieces. Jeff Kikel covers everything from guaranteed income strategies to handling market volatility to create a secure plan for the future.The Retirement Income Equation is divided into four key parts. The first lays the groundwork for understanding the ""essentials"" of retirement, with a strong focus on guaranteed income. Part II expands on using flexibility to enhance your retirement lifestyle, while Part III addresses the need for growth to ensure longevity. The book concludes by tying everything together with case studies and practical exercises, making the concepts tangible and relatable.For me, the book struck the right balance between educational content and encouraging, optimistic guidance. Kikel avoids jargon overload, making it accessible for people like me without a financial background. - Elizabeth P. (Amazon Verified Purchase) - 4 Star This book has been incredibly helpful in simplifying the complexities of retirement planning. It breaks down different strategies for generating a steady income during retirement, making it easier to understand how to make your savings last. The author provides practical advice on managing investments, Social Security, and other income sources, which gave me confidence in my financial future. I appreciate how the book balances detailed financial concepts with straightforward explanations. If you're looking to secure your retirement income and want a clear path forward, this book is a must-read. Highly recommend it for anyone approaching retirement! - GrammyG (Amazon Verified Purchase) - 5 Star

Author Information

With over 30 years of experience in financial services, Jeff Kikel is a seasoned Retirement Income Planning and Financial Planning expert. Throughout his distinguished career, Jeff has specialized in helping individuals and families navigate the complexities of retirement, ensuring they achieve financial security and peace of mind.Jeff is a proud graduate of Texas Tech University, where he earned a BA in Personal Financial Planning. His commitment to excellence in the field is reflected in his numerous professional designations, including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Certified College Funding Specialist (CCFS), and Accredited Small Business Consultant (ASBC). Jeff provides his clients with comprehensive and personalized financial advice as a Registered Investment Advisor and Licensed Insurance Agent.

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