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When Your Parent Needs You —Are You Ready? One call can change everything. A fall, a sudden diagnosis, or a moment of confusion —and suddenly, you are a caregiver, whether planned or not. Millions of Americans face this challenge, often without guidance, trying to navigate Medicare, health insurance, care options, medications, and their own lives. This is the guide they wish they had.

Guarding Your Nest Egg: A Financial Resource Guide for Older Adults is a practical retirement planning handbook designed to help seniors, caregivers, and community professionals make informed financial decisions. Published by the U.S. Senate Special Committee on Aging, the guide explains retirement topics in clear, accessible language. Listeners learn how to choose the best time to claim Social Security benefits, understand Medicare enrollment periods, avoid late penalties, and compare Original Medicare with Medicare Advantage.

Retiring intentionally and meaningfully is possible. No longer do you need to stand idly by, confused and intimidated by the various plans you have put into place for your later years. No longer do you need to wonder about the best routes to take to maximize your investments and assets.

Love & 401(k) Magic is a collection of 118 short stories that blend real-world financial wisdom with the everyday lessons of life, love, and laughter. Drawing from decade as a financial professional, keynote speaker, and advocate, Steve Mazda weaves together memorable moments, surprising insights, and timeless truths. These stories are as much about people as they are about money; reminding us that behind every investment, every career, and every decision lies a human story worth telling.

The Executor Handbook: A Plain-English Guide to Navigating Probate, Settling an Estate, and Serving as Executor with Confidence is designed for people who have been named as executor and now need to understand what comes next. If you’re handling an estate for a parent, spouse, other relative, or friend, this book walks through the probate process in straightforward language and helps you understand the responsibilities, decisions, and common problems that often arise along the way. Serving as executor can feel overwhelming at first.

Many people mistake having an investment portfolio, an insurance product, or a retirement savings plan like a 401(k) for having an actual retirement plan. A plan may include all of those items, but retirement planning goes beyond investments because it includes tax, insurance, and legacy...

This isn’t the time to slow down —it’s the time to live louder. Whether you dream of adventure, creativity, connection, or calm, this guide helps you design a retirement that’s all about you. Fun Things To Do in Retirement breaks the mold. With our signature Workshopping Equation —Who Am I + What Do I Really Want + How Can I Make It Mine = An Extraordinary Retirement —you’ll uncover what truly lights you up and learn how to turn every day into something meaningful.

You have a retirement plan. Of course you do. You've saved, invested, and sat through enough seminars to earn a loyalty punch card. You've got charts. Projections. Maybe even a color-coded binder. Adorable. But there's one problem: none of it was built for what happens when life goes off script-like needing care for years, or your income disappearing while expenses throw a party. And before you brace yourself - this is not your typical long-term care book. No technical overload. No depressing, guilt-filled stories. No listening it halfway and deciding a nap sounds better.

Retire on Real Estate is your step-by-step guide to creating lasting financial freedom through property. Whether you're a real estate agent nearing retirement or a professional looking to turn property into passive income, this book reveals practical strategies for turning your career experience into long-term wealth.

File Once. File Correctly. Never Second Guess Your Social Security Decision Again.

The Successor Trustee Handbook is a practical, plain-English guide for people who have been named as successor trustee of a revocable living trust and need to understand what to do next. Whether the role begins during a loved one’s incapacity or after death, this book helps listeners approach the job with a clearer plan, stronger organization, and more confidence. Serving as successor trustee can feel overwhelming fast. Bills still need attention. Property has to be protected. Family members want answers. Financial institutions want paperwork.

You followed the plan. Work hard. Save what’s left. Max the 401(k). Wait forty years. Then one day you did the math, and realized the plan doesn’t get you free. The traditional path wasn’t built to make you free. It was built to keep you productive for someone else. Forty years of compounding doesn’t outrun forty years of inflation, taxes, and a system that rewards owners over workers. The math doesn’t work. It was never supposed to. Buy Your Freedom is the system Sterling Seizert used to build a cash-flowing portfolio worth tens of millions of dollars while still deploying as a U.S.

Is that all I did? That question sits at the end of every life. The ones who answer it with regret are almost always the ones who waited too long. Charlie Knox took his first mini retirement at around thirty. He walked away from a high-flying corporate career at its peak and spent a year travelling the world to figure out what he wanted next. He came back, built a recruitment business from scratch and sold it as the top player in its niche. Disappeared to Asia for two years. Came back again and built a successful property development business.

One-Page Wealth Compass: Fired at 63, Nearly Broke, Safely a Millionaire by 69What do you do when the career you’ve built for decades disappears overnight? At 63, David Nassief was fired. He wasn’t just unemployed; he was nearly broke and facing a financial future that looked more like a dead end than a retirement. Most people would have surrendered. David did the opposite—he built a compass. In One-Page Wealth Compass, David shares the raw, honest story of his journey from a devastating career termination to achieving total financial independence in just six years.

Are you feeling uncertain about what comes next? Retirement was supposed to feel freeing—but instead, it can bring unexpected stress, loss of routine, and quiet doubts about your purpose. You may find yourself wondering how to structure your days, stay mentally strong, or truly enjoy the life you worked so hard to reach. If that sounds familiar, you’re not alone—and you’re not stuck. The Ultimate Retirement Survival Guide is your practical, encouraging roadmap to creating a life that feels stable, meaningful, and genuinely fulfilling.

With a foreword by Blake Erickson, co-author of the New York Times bestseller The Science of Scaling. What if fear is the biggest threat to your financial future? Imagine reaching life’s second act only to feel unprepared for its hidden dangers, unexpected medical expenses, market downturns, and the unsettling reality of outliving your savings. Unforeseen challenges can unravel the best-laid plans and leave you vulnerable in years when you most need stability. Traditional financial planning advice is often fragmented and leans into outdated guidelines that may expose you to unnecessary risk.

We believe when successful families, business owners and corporate executives live their life by design, they have the clarity, confidence and time to focus on what really matters in life. We also believe it's totally possible to live your life by design, and really be intentional about that.

Money impacts every stage of life but most of us don’t learn how to manage it until it’s almost too late. Fab Finance is your practical, easy-to-follow guide to building wealth, avoiding common pitfalls, and creating financial security for yourself and your family. Whether you’re saving for your child’s future, navigating the costs of college, managing money as a young adult, or preparing for retirement, this book offers realistic strategies to make smart financial choices at every step.

When it comes to family wealth, there is a curse active throughout the world: the first generation (G1) makes it, the second generation (G2) enjoys it, and the third generation (G3) destroys it. Rags to riches and back again in three generations. But it doesn't have to be this way. A Succession...

For decades, corporations have used the tax code to keep more of what they earn. Now it's your turn. How to Save Thousands in Taxes with an LLC is the plain-English guide that shows retirees, freelancers, and anyone leaving the traditional workforce how to use a simple business structure to legally reduce their tax burden—sometimes by thousands of dollars a year. When your W-2 income disappears, so does the safety net of automatic withholding and employer-sponsored benefits. But something unexpected opens up: access to tax strategies that self-employed Americans have used for years.