About On Retiring Well: The Guidebook for Retirement Planning Over 50
Learn How to Navigate the Complex World of Retirement Planning
From the author of “On Investing Well: The Elements of Good Investing,” comes a vital guide for those nearing retirement. Chris Merchant, a CERTIFIED FINANCIAL PLANNER™, leverages his wealth of financial experience to offer readers insightful advice and practical strategies for how to plan for financial confidence and stability in their retirement years.
This book serves as a comprehensive resource for investors at all levels, offering key insights to demystify the retirement process and presenting clear steps to begin planning. It delves into complex topics such as income planning strategies, appropriate asset allocation, portfolio management, tax efficiency, and risk management, arming readers with the knowledge they need to make well-informed decisions for their future.
Going beyond basic retirement advice, this personal finance guide takes a holistic approach, highlighting the significance of financial decisions and equipping readers with the essential tools and knowledge required to pursue their financial objectives with clarity and confidence.
In This Book, Discover:
• Essential financial adjustments you need to make for retirement.
• Strategies to help manage risks and avoid common retirement pitfalls.
• Income-generating investment strategies.
• Steps to improve retirement readiness.
• Estate planning basics.
• And more!
With practical tips and professional advice, this guidebook is a must-read for anyone looking to retire well.
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Author Bio:
Chris Merchant, CFP® BFA® MBA, is the founder of Hunt Country Wealth Management and a seasoned veteran in the financial services industry with over two decades of experience. With an MBA in finance and economics, Chris is a CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™, dedicated to guiding clients through the complexities of retirement planning. He is distinguished for his experience in a sophisticated income planning approach known as time-segmentation. Chris has been recognized with The Women’s Choice Award® in 2019 and 2020 for his contributions to women in investing and is the bestselling author of “On Investing Well: The Elements of Good Investing.” His broad client base extends to a diverse range of individuals including leaders in Fortune 500 companies, entrepreneurs, pilots, nurses, and educators, all of whom benefit from his personalized approach to retirement planning. Chris’s mission is to transform retirement journeys into experiences of clarity and direction, ensuring a secure and enjoyable future for his clients.