How confident are you in your ability to retire? In today’s ever-evolving financial landscape, many people are falling short. Conventional wisdom only goes so far; in these uncertain times, planning for retirement demands knowledge we were never taught. In Just Retire Already, Derek Mazzarella, CFP® empowers readers to take control over their retirement, enabling them to overcome the challenges that are bound to arise, from rising healthcare costs to inflation, taxes, and fluctuations in the stock market.
Will your money last as long as you do? When should you and/or your spouse start collecting social security? How can you reduce your tax liability? Mazzarella reviews the top 7 risks that can derail your retirement and 10 different retirement tools to mitigate those risks. Using analogies, jokes, and a relatable tone, he skillfully simplifies these crucial financial concepts. He presents straightforward, actionable steps so you can create a retirement plan customized to meet your priorities.
Whether you’re on the cusp of retiring or still have years to go before you bid your work life adieu, Just Retire Already will give you the confidence and tools you need to overcome the fear that many have; running out of money.
Table of Content
PREFACE: IT’S GO TIME (pg. xv)
INTRODUCTION: ARE YOU THE GUY WITH THE DUCKS? (pg. xix)
CHAPTER 1: BACK IN MY DAY, WE JUST DIED (pg. 1)
CHAPTER 2: WHEN DID ALL THESE ROBOTS GET HERE? (pg. 6)
CHAPTER 3: BUY! BUY! BUY! SELL! SELL! SELL! (pg. 10)
CHAPTER 4: HEY, I JUST GOT HERE! (pg. 17)
CHAPTER 5: HEALTHCARE COSTS-TAKE CARE OF YOUR BODY; IT’S WHERE YOU LIVE (pg. 23)
CHAPTER 6: INFLATION-WHEN DID THESE BAGS OF CHIPS GET SO SMALL? (pg. 30)
CHAPTER 7: TAXES-CAN I HAVE A BITE OF THAT? (pg. 36)
CHAPTER 8: LONGEVITY-OH, YOU’RE STILL HERE (pg. 44)
CHAPTER 9: I’M GOING FIRST (pg. 49)
CHAPTER 10: DID WE JUST SWING AND MISS? (pg. 53)
CHAPTER 11: IT’S LIKE A BUFFET BUT WITH INVESTMENTS (pg. 56)
CHAPTER 12: GRAB A BUCKET (pg. 63)
CHAPTER 13: I’M DANCING ON MY OWN (pg. 70)
CHAPTER 14: THERE’S ALWAYS MONEY IN THE BANANA STAND (pg. 86)
CHAPTER 15: WAIT, SO I GIVE THEM MONEY, THEN THEY GIVE MY MONEY BACK? (pg. 95)
CHAPTER 16: LOCATION, LOCATION, LOCATION (pg. 112)
CHAPTER 17: HOW DO WE GET RID OF THIS? (pg. 118)
CHAPTER 18: ANYONE ELSE GOING THROUGH WITHDRAWALS? (pg. 124)
CHAPTER 19: IT’S LIKE COLLEGE BUT FOR OLD PEOPLE AND WITH MORE PRUNES (pg. 135)
CHAPTER 20: SOCIAL SECURITY-LIVING OFF THE GOVERNMENT (pg. 145)
CHAPTER 21: THE RETIREMENT TOOLBOX (pg. 160)
CHAPTER 22: A TALE OF TWO RETIREMENTS (pg. 163)
CHAPTER 23: I LOVE IT WHEN A PLAN COMES TOGETHER (pg. 171)
BIBLIOGRAPHY (pg. 181)
AUTHOR BIO (pg. 187)
About the author
Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®). With a track record of serving hundreds of clients, Derek’s financial acumen earned him the prestigious Five Star Wealth Professional recognition many times over. His financial insights have been featured on local news stations as well as reputable financial publications. Derek’s commitment to his community is evident through his support of local nonprofits. Outside of work, Derek treasures quality time with his family. He also enjoys playing soccer, basketball and playing his guitar (although now it’s mostly playing ‘Wheels on the Bus’).
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