Description
Retirement decisions are rarely made alone, and they go a lot better when everyone involved has read the same book.
Retirement planning tends to fall to whichever partner is “the finance person.” They work through the numbers and explain the key points to the other over dinner. It usually works well enough, until a genuinely significant decision comes up, like downsizing, aged care, or how to structure retirement income, and only one of you has the full picture.
Retirement Made Simple covers exactly those decisions: what to invest in, how long your money will last, whether you’re eligible for the age pension, whether downsizing makes sense, and how to value and nurture the two assets people consistently underrate in retirement, your health and your relationships.
This two book bundle is a straightforward way to have two copies in play at a better price. Keep one and give your partner the other, or hand the second to a friend, sibling or colleague who’s approaching retirement and has started asking you the questions you were asking yourself a year ago.
You’ll both learn how to:
- Structure superannuation and pensions for the retirement you actually want
- Understand age pension eligibility and how the assets and income tests work in practice
- Work out whether downsizing makes financial sense
- Navigate aged care costs and keep investing sensibly through volatile markets
- Handle estate planning and death benefits, so nobody is left guessing
Trusted voices agree. The Sydney Morning Herald’s Stephen Miles calls it “an excellent no nonsense guide to taking control of your financial future,” and National Seniors Australia‘s Ian Henschke says it “fills a big gap. Seniors need all the financial literacy they can get, and now more than ever.”
Two copies. One retirement plan everyone involved has actually read.
