4 Must-Read Books on Making the Most of Retirement

BLOGS|29 Oct 2024 |BY: Brandon W. Garrett

SCROLL FOR MORE

Retirement is an exciting phase of life, offering the freedom to explore passions and focus on making the most of retirement. It’s also a time for reflection, personal growth, and reinventing yourself. To help you navigate this new chapter with confidence and joy, we’ve curated a list of four essential books that provide valuable insights on making the most of retirement. These books cover everything from redefining retirement, staying healthy and active, finding purpose, and securing your financial future. They can guide you in making the most of retirement with practical tips on staying fulfilled and financially prepared. 

1. “The New Retirementality: Planning Your Life and Living Your Dreams…at Any Age You Want” by Mitch Anthony

Why You Should Read It 

“The New Retirementality” challenges the traditional notion of retirement as a time to wind down. Mitch Anthony advocates for a more dynamic approach, where retirement is seen as a new beginning rather than an end. He emphasizes the importance of staying engaged, whether through work, volunteering, or pursuing passions.

Key Takeaways 

  • Redefine Retirement: Break free from outdated retirement models and create a personalized vision for this stage of life. 
  • Stay Active: Embrace activities that keep you physically, mentally, and socially engaged. 
  • Financial Flexibility: Develop a financial plan that supports your desired lifestyle while allowing for unexpected changes. 

2. “Younger Next Year: Live Strong, Fit, Sexy, and Smart – Until You’re 80 and Beyond” by Chris Crowley and Henry S. Lodge

Why You Should Read It 

“Younger Next Year” offers a compelling roadmap to aging well. Chris Crowley and Dr. Henry Lodge provide a science-backed guide to maintaining vitality and health well into your retirement years. The book outlines how lifestyle choices can drastically improve the quality of life as you age.

Key Takeaways 

  • Exercise and Diet: Understand the critical role of regular exercise and a healthy diet in aging gracefully. 
  • Emotional Health: Learn the importance of staying emotionally engaged and maintaining social connections. 
  • Lifelong Learning: Embrace the concept of continuous learning and personal growth to stay mentally sharp.

3. “Retirement Reinvention: Make Your Next Act Your Best Act” by Robin Ryan

Why You Should Read It 

“Retirement Reinvention” by Robin Ryan is an empowering guide that helps retirees redefine their purpose and find fulfillment in their post-career years. The book provides practical advice on how to create a meaningful and satisfying retirement.

Key Takeaways 

  • Purpose and Passion: Discover ways to find new passions and purpose in retirement, whether through hobbies, volunteer work, or new careers. 
  • Social Connections: Learn strategies to build and maintain a strong social network, which is crucial for emotional well-being. 
  • Adapt and Thrive: Gain insights on how to adapt to the changes retirement brings and thrive in this new phase of life. 

4. “The Retirement Planning Guidebook” by Wade Pfau

Why You Should Read It 

For those who want a deeper dive into the technical aspects of retirement planning, “The Retirement Planning Guidebook” by Wade Pfau is an invaluable resource. This comprehensive guide covers everything from investment strategies to withdrawal planning, offering detailed advice for securing your financial future.

Key Takeaways 

  • Investment Strategies: Learn how to build and manage a retirement portfolio tailored to your goals and risk tolerance. 
  • Withdrawal Planning: Understand the best practices for drawing down your retirement savings to ensure they last. 
  • Holistic Approach: Consider all aspects of retirement planning, including insurance, taxes, and estate planning. 

Making the Most of Retirement with Guidance and Purpose 

Retirement is not just about financial security; it’s about finding joy, purpose, and fulfillment in this new chapter of life. These four books offer a wealth of wisdom and practical advice to help you craft a retirement that is not only secure but also deeply satisfying. So, grab a cup of coffee, settle into your favorite reading nook, and let these books inspire your journey to making the most of retirement—a journey that’s happy, wild, and free.

IMPORTANT DISCLOSURE INFORMATION: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BentOak Capital [“BentOak”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. BentOak is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for personalized investment advice from BentOak. Please remember that it remains your responsibility to advise BentOak, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request at www.bentoakcapital.com/disclosure. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your accounts; and, (3) a description of each comparative benchmark/index is available upon request. Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation, certification, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BentOak is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, BentOak did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of BentOak by any of its clients.  ANY QUESTIONS: BentOak’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

bentoak capital

Start Building Your Legacy

Connect with BentOak Capital today to begin shaping the future you deserve.

Get Started Today