Retirement Planning Simplified: The Complete Step-by-Step Guide to Building Lasting Income, Cutting Taxes, and Retiring with Confidence (Updated for 2026)

While this book distills the retirement planning as the title suggests, it's an excellent review of the fundamentals for planning for retirement, actions items and pitfalls to stay clear of starting five years out.
Once the reader understands the basic concepts covered by this book, they can work with professionals on the intricacies of their individual plans and can bring in the relevant questions to modify and customize their retirement planning and monitoring. I recommend this book as it is comprehensive and easy-to-read!

The author created an easy-to-read retirement financial planning guide for the everyday person. It is useful if you are in your 20s just getting started or in your 50s thinking about the next chapter but worried you aren't ready. With clear recommendations and gentle reassurance, this book can help the average Joe or Jane evaluate their readiness for retirement and make a plan to be prepared.

This is a wonderful book! My husband and I have been discussing retirement and we sat down with this book and made some plans! Richard Calloway discusses many topics like: the retirement savings playbook, making your money last, decoding medicare, a retirement launch checklist and more! I was even able to help my daughter make a good decision based on information in this book!!

I won a complimentary copy of the book from LibraryThing. All thoughts and opinions are my own.