Download PDF The Complete Cardinal Guide to Planning for and Living in Retirement Workbook, by Hans Scheil
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The Complete Cardinal Guide to Planning for and Living in Retirement Workbook, by Hans Scheil
Download PDF The Complete Cardinal Guide to Planning for and Living in Retirement Workbook, by Hans Scheil
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Review
"With over 30 years of financial advisor experience, this [The Complete Cardinal Guide to Planning for and Living in Retirement] is the FIRST time I have ever seen anything written with such clarity for the normal, everyday person.... He even provides sample forms for you to peruse. Clearly an easy read and thought-provoking source for anyone anticipating retirement."--Michael Thompson "This [The Complete Cardinal Guide] was likely the best book on planning for retirement that I've ever read, and I've read quite a few.... It is this type of education that most need and that can then be utilized while working with a well-vetted professional.... I highly recommend this book. I myself will be purchasing additional copies for several relatives and friends." --M Hunter
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About the Author
Hans E. Scheil, CFP®, is the CEO of North Carolina-based Cardinal Retirement Planning, Inc., and the author of The Complete Cardinal Guide to Planning for and Living in Retirement. Throughout his 40 years in the financial services industry, Scheil has worked with clients age 65+ to help provide them with the financial solutions they need to live a long and successful retirement. In his book, The Complete Cardinal Guide to Planning for and Living in Retirement, Scheil addresses the major problems retirees can face and provides simple strategies that can be put in place with the help of a qualified professional. Scheil is a Certified Financial PlannerTM professional as well as a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®). He also holds life and health insurance licenses in all 50 states and the District of Columbia and is an investment advisor representative.
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Product details
Paperback: 152 pages
Publisher: Leapfolio (October 2, 2017)
Language: English
ISBN-10: 1946507016
ISBN-13: 978-1946507013
Product Dimensions:
7 x 0.3 x 10 inches
Shipping Weight: 7.7 ounces (View shipping rates and policies)
Average Customer Review:
5.0 out of 5 stars
33 customer reviews
Amazon Best Sellers Rank:
#67,438 in Books (See Top 100 in Books)
The Complete Cardinal Guide to Planning For and Living in Retirement: Navigating Social Security, Medicare and Supplemental Insurance, Long-Term Care, ... Post-Retirement Investment and Income Taxes WOW!!! Who would have thought a book on Social Security benefits, Medicare and IRA's would be fun to read and amazingly helpful sorting out this maze of government programs...plus great advice on how to handle awkward family entanglements... REALLY, a must read for anyone over 50 in the USA...LOVED IT!!This workbook is the much needed resource to go with the book above, once you read the book you will want to get a leg up on these issues with this workbook....
The information contained in this book is great for those of us entering “seniorhood†and need to prepare for financial health during retirement such as Medicare, Social Security, IRAs, long term care, 401 and other retirement savings. Take the knowledge that you gain from this book to identify the areas where you need to seek additional information or professional help to insure a happy and peaceful retirement. Remember not to neglect your mental and physical health as well.
This workbook is a great supplement to Hans’ book by the same title. I’ve never found so much practical knowledge about preparing for retirement in a concise, easy to read book like this. The information is unbiased and truly feels like an educational book. Everything else I’ve read in an attempt to educate myself has felt like a sales brochure for a product. I’m thankful that I found this book.
I used this workbook to help me understand more clearly the many factors that go into retirement planning. I was particularly interested in Social Security and how it affects me and my husband. I thought it was an excellent guide, easy to grasp and organized.
I had to get this after reading the first book - it’s such a great follow up! I was able to look more closely at our specific situation and get a better idea of how I’d like our retirement to look. There were several details in these topics that I didn’t even think to bring up when working with a professional. My husband went to Hans for help on his Medicare insurance, and I’m definitely going to him for guidance in these other areas!
This workbook is excellent! It offers a ton of specific examples that really simplified how to plan for the future. After going through this workbook, I feel much more confident in how to handle things for myself and my family. Highly recommended.
For someone unfamiliar with the content, this book was surprisingly easy to read. It puts many things into perspective and you can tell the authors are well educated in the 7 subjects they discuss. The kindle is a great value. Recommend to everyone, I am giving a few as gifts over the holiday.
The best financial and retirement planning guide on the market. Hans understands the in's and out's of living in retirement and the best way to reach individual financial goals. 5 Stars
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