The Retirement Shift - by Kyle A Sadler Crc (Paperback)

About the Book

The Retirement Shift: From Work Life to the Work Optional Lifestyle is designed to help future and current retirees plan for their most successful post-work lives. This book explores topics such as determining retirement age, choices for investment portfolios, and health care coverage concerns, all with simple language and real-life analogies to assist the reader in understanding these sometimes difficult and confusing topics. To add an element of interest, "QR" codes found throughout the book that links the topic of conversation to over 1 1/2 hours of video shorts and downloadable planning tools from his company website.

The author, himself a financial advisor, brings his own experiences working with retirees to assist readers in understanding the myriad topics and choices facing them as they plan for the next few decades of their lives. The addition of personal stories, and a less-formal structure of writing helps to put the reader at ease, whereas these financial and economic topics could become cumbersome with more stilted and formal writing.

The Retirement Shift has done a wonderful job of easily presenting a complex economic and financial situation to a readership who will most likely not possess a higher level of these topics. The reader will finish the book feeling confident that he or she understands this new, post-retirement world in which they may soon find themselves.

Book Synopsis

The Retirement Shift: From Work Life to the Work Optional Lifestyle is designed to help future and current retirees plan for their most successful post-work lives. This book explores topics such as determining retirement age, choices for investment portfolios, and health care coverage concerns, all with simple language and real-life analogies to assist the reader in understanding these sometimes difficult and confusing topics. To add an element of interest, "QR" codes found throughout the book that links the topic of conversation to over 1 1/2 hours of video shorts and downloadable planning tools from his company website.

The author, himself a financial advisor, brings his own experiences working with retirees to assist readers in understanding the myriad topics and choices facing them as they plan for the next few decades of their lives. The addition of personal stories, and a less-formal structure of writing helps to put the reader at ease, whereas these financial and economic topics could become cumbersome with more stilted and formal writing.

The Retirement Shift has done a wonderful job of easily presenting a complex economic and financial situation to a readership who will most likely not possess a higher level of these topics. The reader will finish the book feeling confident that he or she understands this new, post-retirement world in which they may soon find themselves.

About the Author

Kyle A. Sadler is a professional financial counselor, public speaker, and the author of the best seller, "I'm Retired... Now What?". He has dedicated his life to building and maintaining relational business practices. His career started in 1995 in public accounting, and after not too long, he moved over to advising and wealth management. Although he no longer manages tax preparation and auditing professionally, he continues to utilize his wealth of tax knowledge in order to enrich his investment strategies and financial plans.

Kyle founded Precept Wealth Management in 2008 with a goal of bonding among professionals and a relationship management practice that fulfills clients' needs with guided solutions. Specializing in retirement planning, private wealth management, and distribution management Kyle is always trying to broaden his horizons with an aim of expanding the services that he offers to his clients. He is a Certified Retirement Counselor (CRC(R)) and is committed to his clients and continued education.

As a Christian, Kyle's values and beliefs permeate both his personal and business dealings. He incorporates core biblical principles into his work at Precept Wealth Management and always thinks of the Creator with every decision he makes. Kyle is active in his church and other Christian organizations, and he actively serves on multiple missionary trips, church committees, and teaches in ministry education. Kyle is a devoted community volunteer, leader and serves with several outreach organizations.

Kyle enjoys spending time with his friends and family, taking in Houston Astros games and finding other ways to have tropical fun. He and his wife Denise are the proud parents of two daughters, Kyli and Zoe.