Real-life stories with powerful lessons to guide you through each stage of the retirement journey.
Time to read: 3 Minutes
Roch Tranel and Tyler Braun of The Tranel Financial Group are excited to relaunch our book, 8 Things I Wish I Knew Before I Retired.
With new stories featuring real clients at different stages of their retirement journeys, this updated edition is filled with lessons that will apply to a variety of personal and financial circumstances. Most importantly, readers will receive actionable advice for building a happy, successful, and fulfilling retirement.
The stories in this book will invite you to think more seriously about what your ideal retirement looks like, provide strategies on how to effectively structure your finances, and help you build a legacy your proud of.
Lessons Beyond Finances.
A fulfilling retirement is about more than money. It’s about spending time doing activities you enjoy, having experiences you weren’t able to while working, and finding purpose. For many people, that transition to retirement is more difficult than anticipated. After spending so many years working, they struggle to define who they are outside of their careers.
In 8 Things I Wish I Knew Before I Retired, we explore what a successful retirement really is and how you can achieve fulfillment during your golden years. We also share that, while the right financial planning doesn’t guarantee a happy retirement, it does give you the freedom to live the way you want to while creating a legacy you’re proud of.
Facing the Unexpected.
In the years leading up to retirement and during retirement itself, unexpected circumstances may have a profound impact on your finances and plans. The death of a spouse, unexpected loss of income, debt that begins to feel unmanageable, health issues, and more can feel incredibly daunting.
In this book, we share stories of clients forced to pivot their plans for a variety of circumstances in and outside of their control. We demonstrate how the right financial planning allows you to be more prepared and feel more confident in the face of the unexpected.
Stories for Each Stage of the Retirement Journey.
While this book is about retirement, it’s not just intended for those who are imminently facing the milestone.
The best planning for retirement is intentional, flexible, and starts early. Which is why this book features stories from each stage of the retirement journey. From young couples looking to ensure they’re saving correctly and structure their money effectively, readers in similar positions will learn how small changes to their financial planning and structuring may make an incredible impact over time. For those who are rapidly approaching the milestone, you’ll discover strategies for cracking open your nest egg the right way, ways to structure and help to preserve your money in retirement, and how you can continue getting a regular paycheck after you’ve stopped working.
Even those who have been happily retired for years can discover strategies to effectively transfer generational wealth and create a legacy they’re proud of.
We’re excited to share this brand-new addition and hope you find the stories and lessons as impactful as we do.
To learn more about how we can create a custom plan that is designed to help you reach your ideal retirement, schedule your complimentary consultation today!
All securities through Harbour Investments, Inc.. Member FINRA / SIPC. Investments are not FDIC/NCUA insured. No bank or credit union guarantee. May lose value. Harbour Investments, Inc. is a Registered Investment Advisor with the SEC. The Tranel Financial Group is an independent firm not affiliated with Harbour Investments, Inc..
Note: This content is for informational purposes only and should not be considered financial or tax advice. Please consult with your financial or tax advisor for guidance tailored to your specific situation.