Description
Retirement raises two big questions at once: how do I live well on what I’ve built, and how do I make sure the rest goes where I intend?
Most people plan for one of these and forget the other. They work out their retirement income, their age pension eligibility and whether downsizing makes sense, but never quite get around to updating the will or sorting out power of attorney. Or they’ve got the legal documents in place, but haven’t thought through how to actually structure their retirement income for the next twenty or thirty years. Both gaps get expensive, one through poor retirement decisions, the other through estate disputes and unnecessary tax.
Retirement Made Simple covers the first stage: turning your super into an income that lasts, understanding age pension eligibility, deciding whether downsizing is genuinely worth it, and navigating aged care and market volatility with confidence.
Wills, Death & Taxes Made Simple covers the second: writing a will that holds up, setting up enduring power of attorney and advance health directives correctly, and structuring your estate, including your superannuation, so it ends up exactly where you intend.
Between the two books, you’ll learn how to:
- Turn your super into a retirement income that actually lasts
- Understand your age pension eligibility and whether downsizing makes sense
- Navigate aged care costs and keep investing sensibly through volatile markets
- Write a will that holds up, and avoid the mistakes that get wills challenged
- Set up enduring power of attorney and advance health directives before you need them
- Structure your estate to minimise family conflict and unnecessary tax
“I’ve just finished reading Retirement Made Simple and felt compelled to write to you. I’m 57 and planning to retire this year. One lesson that stayed with me was compound interest, and it’s compound interest that has taken me from having nothing to being a man of means, and allowed me to retire years earlier than I otherwise might have.”
— Noel News reader
Trusted voices agree. The Sydney Morning Herald‘s Stephen Miles calls Retirement Made Simple “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.”
Get retirement right, and make sure it’s protected once you’ve got there. This bundle covers both.
