Winning at Retirement: A Guide to Health, Wealth & Purpose in the Best Years of Your Life - Softcover

Foley, Patrick; Hillsley, Kristin

Softcover

ISBN 10: 173666073X ISBN 13: 9781736660737

Publisher: FH Press, 2022

Synopsis

A roadmap to happiness in retirement.

Winning at Retirement is a comprehensive and uniquely modern guide to looking after your heath, managing your money, and seeking a greater purpose. The Second Edition discusses the COVID crisis, and touches on new concepts like cryptocurrencies and meme stocks, while ultimately concluding that the original book's core themes have only been affirmed by the chaos we have experienced in recent years.

If you are worried about retirement, maybe you shouldn't be. About half of American retirees describe their post-work years as the best time of their life. Here you have a step-by-step guide to ending up in that happy half. Winning is a practical, inspirational, and entertaining look at the process of seeking happiness in what should be your most enjoyable years.

You will learn:

• In plain language, when to turn on Social Security, and how to avoid a common mistake that married couples should avoid. Winning has been lauded as one of the clearest guides to Social Security claiming strategies.
• Straightforward investment advice that starts with recognizing that we have no idea what will happen next with the economy and the market. Includes “Five Money Maxims” … a set of principals that helps simplify investing.
• How to navigate the maze of Medicare. The book will help you understand the structure of the program, explain the choices you need to make, and tell you how to get help with enrollment.
• Best practices for maintaining health and wellness. After all, it is much harder to enjoy life if you struggle to move, or are living with pain. Information about diet and exercise can be confusing and conflicting, but wellness and aging can be boiled down into key concepts that you can (should!) put into action.

• Beyond addressing practical considerations like money, health, and where to live, Winning challenges you to ask: “who am I going to be in retirement?” Retirement is an opportunity for reinvention, or as a popular quotation from the book says, “a blank sheet of paper”. But far too many people plan for the financial aspects, without recognizing the importance of seeking a meaningful, impactful identity. A purposeful life is a happy life!

Today’s retirees are plugged-in. They have smart phones, are internet savvy, and follow their grandchildren on Facebook. Winning takes a thoroughly modern look at the subject, describing web tools, apps, TED talks, and the vast world of resources that are at your fingertips in your quest for financial stability, health, and purpose. In the end you will learn about the Retirement Happiness Map, a simple but powerful way to organize your retirement decisions.

Step inside, you will not be disappointed. Click “buy now” above to start planning your great future.

• Featuring the cartoons of Randy Glasbergen
• Great for book clubs

About this title

About the Authors

Financial Planner Patrick Foley has been guiding Americans toward happy retirements for more than 25 years. He and his partner and co-author Kristin Hillsley have developed an innovative and holistic process that inspired the book Winning at Retirement. Pat holds the CFP(R) designation, and has an eclectic background that includes extensive community service, regular speaking engagements, and the founding of a music festival and bone marrow drive. In their practice, Pat and Kristin avoid investment jargon, and focus on breaking complex subjects into an easily understood series of decisions. That, and a realization that money is just a means to more important ends, guides their approach to advising people in their practice and through their book. Pat and his wife Heather have two daughters and two crazy dogs, and live in Philadelphia.

For more than a decade, Kristin Hillsley has been dedicated to strengthening the financial well-being of her clients and community. Her goal is to provide the highest quality advice to clients in order to help them protect and strengthen their financial future. As part of her commitment to educating women, Kristin hosts an annual Women's Lifestyle Conference to help busy women in her community connect, refresh and inspire one another. Kristin is also the exclusive financial on-air contributor with Women to Watch, a premier global media platform for women leaders. Kristin has appeared on Comcast Newsmakers to discuss issues of women in business and she has been published multiple times in local newspapers with investment strategies for women. An advocate for women within her own firm, Kristin serves on the Baird Women Advisors Advisory Council, which strives to empower and elevate Baird's women advisors. Kristin began her career as a financial advisor in 2005. She graduated magna cum laude from Temple University's Fox School of Business with a master's in business administration (MBA) concentrating in finance. Kristin earned her undergraduate degree from the University of Delaware, where she rowed on the women's crew team.

Edition details

• Publisher: FH Press
• Publication date: 2022
• Language: English
• ISBN 10: 173666073X
• ISBN 13: 9781736660737
• Binding: Paperback
• Number of pages: 292