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Are you making the most of the Social Security benefits you’ve spent a lifetime earning? Social Security is one of the most important and often misunderstood parts of financial planning in the U.S. Whether retirement is years away or just around the corner, claiming benefits without a strategy could cost you tens of thousands over your lifetime. This comprehensive, listener-friendly guide demystifies Social Security and shows you how to optimize benefits for retirement, disability, and survivor protection.

Whether you’re in your sixties or twenties—single, married, rebuilding after a devastating loss, or simply wanting to feel more prepared for the unexpected—this book is for every woman ready to take control over her financial life.

Most money advisors abide by the “rational man” theory. If you give people enough info, they’ll make a highly rational decision. That’s insane! We are human beings; we are never purely rational. Emotions play a huge role in everything we do. In other words, we are emotionally invested.

Brian Vosberg is President of Vosberg Wealth Management, a retirement and tax planning firm. He is a CERTIFIED FINANCIAL PLANNER™ and has Master's degrees in both Financial Planning and Taxation. For over twenty years, Brian has been focused on guiding pre-retirees and retirees to reach their retirement goals. In Foundations of Retirement, Brian draws upon his story of resilience while sharing his professional experience as a dedicated advocate for successful retirement planning. The book bridges the gap between emotional and practical approaches to financial planning.

Always Have Enough offers a pathway to creating wealth, written for those doing it for the first time. Maria Melchor offers a holistic formula to financial success that will make you feel richer from day one. Melchor introduces the concept of financial interdependence, an approach to personal finance that has proven to make her first-gen clients more successful with their money. Using the step-by-step advice in this book, you can enjoy the present while saving for the future, create your own financial goals, and redefine generational wealth.

Plenty of other retirement books focus just on the numbers and the math of retirement. But what if retirement could be much more than that? What if it could be a time to rediscover your passions, deepen relationships, and make every day fulfilling—without the constant worry about finances? This book challenges the traditional approach. Instead of focusing solely on money, Retirement Planning That Delivers is about building a life filled with purpose, joy, and resilience. It’s 80% focused on lifestyle and 20% on funding your dream.

Worried about outliving your savings or confused by Social Security and Medicare? Unsure how to navigate rising healthcare costs, financial products, or tax strategies? You're not alone—and you're not without options. Retirement Planning Fundamentals & Timeline is your practical, easy-to-understand guide for taking control of your retirement, no matter your current age or financial background.

This book shows retirees how to generate lifelong income by making the most efficient use of their total financial picture—what we call Holistic Planning. Think of it as a user’s guide to a 21st-century retirement plan, offering a blueprint to help you navigate the 5Ws of managing and preserving your wealth. These five critical areas are essential for anyone seeking financial security in retirement and beyond.

Ready to learn How the Rich Get Richer? In this book, by Gabriel Shahin, founder of Falcon Wealth Planning explains how sophisticated tax strategies, smart investing and planning for retirement, and long-range visions for achieving your dreams can propel you to your goals.

In preparation for retirement, we are often urged to build up our financial portfolio or perhaps down-size our home or move closer to family. Often neglected in this process, however, are the psychological ramifications that come with the transition into retirement. It is important for retirees to make a plan for their retirement financially, but also to take stock of their psychological portfolio at the same time. Revitalizing Retirement gives unique guidance on how to create a happy, fulfilling retirement.

When employees feel appreciated, they go the extra mile, creating amazing outcomes for your business and your bottom line. The right retirement plan is a critical aspect of that human equation, but retirement plans are not all the same.

Saving for the future can seem anywhere from daunting to downright impossible—especially for Millennials and Gen Zers, who’ve had to contend with economic setbacks, recessions, and layoffs since graduating college. But everyone—yes, even YOU—can find a way to save for your future, and Your Best Financial Life can show you exactly how.

India is witnessing a major change in the way we look at money. Having reached the middle income status as a country, a vast section of the youth is now aspiring for higher financial goals. This large population is breaking away from its parents in almost every way, including financially. But the new generation of Indians entering the workforce demand more knowledge on their investments. This book tries to help these young investors by offering them a framework they can use to create wealth in the long run.

Over 80 percent of Americans under the age of 43 are stressed about money, especially during this unprecedented inflation, according to the American Psychological Association. You could blame the pandemic or the collapse of the economy, but blaming something you can’t control only hurts your peace of mind.

This book, How to Create Wealth and Enjoy It, is aimed at creating awareness and providing information on how one can plan and do simple things which will make a difference in their finances later on in life. I believe the information in this book will be beneficial to anyone who listens to it, especially those who earn salary.

While the idea of not working can be simultaneously wonderful and overwhelming, you can figure out what you want the end of your career and your retirement to look like before you submit your resignation. This book won't help you figure out whether or not you can afford to retire, but it will help you figure out what you'd like to do and who you'd like to be.

Sometimes, it can seem like saving money is impossible. With everyday expenses, from groceries and gas, to the electric bill and lunch money, as well as those unexpected expenses, like car repairs and medical bills, getting—and keeping—control of your finances can feel overwhelming. With Budgeting 101, you can start saving now. This clear and simple guide provides tons of practical advice for keeping track of your finances.

Common retirement strategies don’t work! Learn why bonds and annuities fail to create a successful retirement. You need a retirement strategy to help you survive and thrive in retirement. Freeman Linde, Certified Financial Planner™ and retirement planning specialist, unpacks why traditional strategies won’t overcome life’s largest obstacles.

Unleash your inner adventurer: how to plan the ultimate retirement that's anything but boring. Inside this jam-packed audiobook, you'll find hundreds of ideas to spark your imagination for planning an exciting, active, happy, healthy, and mentally sharp life after work.

Our book, Fun Things to Do in Retirement provides a comprehensive guide to retirement planning. From understanding retirement to staying busy in retirement, our book covers all the topics you need to know.