We have a similar point in our lives, often around our fiftieth birthday, when we begin to wonder about our second half. If you're at or approaching that age, you probably think about how much money you're going to need so you can have the kind of life you want. In this audio program, Charles Schwab, best selling author of Charles Schwab's Guide to Financial Independence, offers you advice and support for getting there.
His message emphasizes that the goal is not just financial security, but also the peace of mind that comes from knowing you're prepared. He takes you step-by-step through a process that will enable you to see where you are financially today and where you want to get, so to that the second half of your life can be as fulfilling as you hope.
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For Novice Savers & Investors Only
The title is a little misleading, and the book is not for those who have some experience in saving and investing. The focus is more general, not emphasizing what you should do in the home stretch towards retirement. I hoped this book would focus on the details and nuances of switching from a growth investor to an income investor, and tax strategies, but I learned very little in this regard.
2 people found this helpful
- Steven Badger
still good advice
Written 20 yrs ago but still applicable. Lots of things to do after listening to this book: Review estate plan, Look into long term care insurance, set up charitable remainder trust.