This book is dedicated to the associates of the Buckingham Family of Financial Services and the advisors at the more than 130 independent, fiduciary, registered investment advisory firms with whom we at Buckingham have strategic alliances. Each and every one of them works diligently to educate their clients on how markets really work and helps them fulfill their life and financial goals by building long-term relationships and doing the right thing.
Also by Larry E. Swedroe and Kevin Grogan
The Only Guide Youâll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments
Reducing the Risk of Black Swans: Using the Science of Investing to Capture Returns with Less Volatility
Also by Larry E. Swedroe
The Only Guide to a Winning Investment Strategy Youâll Ever Need: The Way Smart Money Invests Today
Rational Investing in Irrational Times: How to Avoid the Costly Mistakes Even Smart People Make Today
What Wall Street Doesnât Want You to Know: How You Can Build Real Wealth Investing in Index Funds
The Successful Investor Today: 14 Simple Truths You Must Know When You Invest
Wise Investing Made Simple: Larry Swedroeâs Tales to Enrich Your Future
The Only Guide to Alternative Investments Youâll Ever Need: The Good, the Flawed, the Bad, and the Ugly
Wise Investing Made Simpler: Larry Swedroeâs Tales to Enrich Your Future
Think, Act, and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals
Investment Mistakes Even Smart Investors Make and How to Avoid Them
The Quest for Alpha: The Holy Grail of Investing
The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches
Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today
Praise for Your Complete Guide to a Successful and Secure Retirement
âA comprehensive guide to the emotional and financial issues involved in achieving a fulfilling and stress-free retirement. The wise advice is accessibly presented with a sensitivity that can only come from years of advising individual clients how to make some of the most important decisions of their lives.â
â Burton G. Malkiel, author of A Random Walk Down Wall Street (now in its 12th edition)
âA highly sophisticated look at smart ways of managing money in retirement, creating a âhomemade paycheck,â and securing your standard of living.â
â Jane Bryant Quinn, author of How to Make Your Money Last
âWhat a great resource! Covers all the bases. In my opinion, itâs Larryâs magnum opus. Read it and reap.â
â Mel Lindauer, President of The John C. Bogle Center for Financial Literacy, and co-author of The Bogleheadsâ Guide to Investing and The Bogleheadsâ Guide to Retirement Planning
âStudents tell me that they crowd my âfinancial strategiesâ course, which features Swedroe and Balabanâs Investment Mistakes Even Smart People Make, because they like practical down-to-earth advice, illustrated with stories. This new book will serve as the capstone in the course. Now I can teach about the many dimensions of retirement: such as spending down your assets in retirement, training your kids to spend and invest right, reckoning with the possibility of losing your marbles, and how to prevent elder abuse. I will be teaching a broader course and even inducing a few students to contemplate a career as a financial advisor. I have already passed the book on to my wife and kids. What a gift!â
â Edward Tower, Professor of Economics at Duke University
âLarry and Kevinâs new book lives up to the promise of its title. It deals with subjects rarely covered in books authored by investment advisors (like insurance, annuities and reverse mortgages) and does so in a thorough and objective way. Itâs a valuable planning guide for everyone concerned about a secure and dignified retirement.â
â Dan Solin, author of the Smartest series of investing books
âLarry does a deep dive into all the moving parts of a holistic financial plan for retirees. The result is an essential and invaluable resource for anyone in or contemplating retirement. The scope of the material is unparalleled, making this the most comprehensive guide to retirement planning I have ever seen. Meticulously researched, and clearly presented.â
â Frank Armstrong III, President/Founder, Investor Solutions
âFamily and friends constantly share with me their concerns regarding planning for retirement, which is particularly challenging in todayâs market environment. Finally, I can point them to a single resource for comprehensive and thoughtful advice. Larry and Kevinâs book is replete with insights and answers to the difficult questions that need to be considered to ensure a prosperous retirement. Relying upon decades of experience, they demystify the vast world of retirement by sharing their own science-based investment approach and collaborating with industry experts to provide a complete overview of complicated and commonly misunderstood topics such as Social Security, Medicare and Estate Planning. Their book is your guide to a successful and secure retirement.â
â Marat Molyboga, Chief Risk Officer, Director of Research, Efficient Capital Management
âInvesting is hard enough when saving for retirement, but coordinating all of the components of a holistic plan IN retirement is even more complex⊠and risky in todayâs era of high valuations and low yields. Fortunately, Swedroe and Grogan break down each key issue into a retirement framework that anyone can use to navigate this challenging environment!â
â Michael ...