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The Retirement Shift
From Work Life to the Work Optional Lifestyle
by Kyle Sadler

Overview


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 link the topic of conversation to over 1 1/2 hours of video shorts and downloadable planning tools from the author's 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.

Read more

Description



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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 takes care of taxes and auditing professionally, he continues to utilize his wealth of tax knowledge in order to enrich his investment strategies and financial plans.


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 holds a Certified Retirement Counselor (CRC)™️ designation, which means that he is held to a higher standard for professional mastery of subject matter and a commitment to retirement planning, ethics and continued education. An equitable leader, Kyle in 2008 established Precept Wealth Management with an eye toward a cohesive element of bonding among the professionals to a relationship management practice that fulfill clients' needs with guided solutions.


As a Christian, Kyle lets his values and beliefs permeate all that he does, including both his personal and business relationships. 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 in other Christian organizations, and he actively serves on multiple missionary trips, church committees, and teaches in ministry education. Serving as a Board Member for the Aldine Education Foundation, Kyle is additionally a devoted volunteer.


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

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Book details

Genre:BUSINESS & ECONOMICS

Subgenre:Finance

Language:English

Pages:88

Format:Paperback

eBook ISBN:9781543995909

Paperback ISBN:9781543995893


Overview


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 link the topic of conversation to over 1 1/2 hours of video shorts and downloadable planning tools from the author's 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.

Read more

Description



Read more

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 takes care of taxes and auditing professionally, he continues to utilize his wealth of tax knowledge in order to enrich his investment strategies and financial plans.


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 holds a Certified Retirement Counselor (CRC)™️ designation, which means that he is held to a higher standard for professional mastery of subject matter and a commitment to retirement planning, ethics and continued education. An equitable leader, Kyle in 2008 established Precept Wealth Management with an eye toward a cohesive element of bonding among the professionals to a relationship management practice that fulfill clients' needs with guided solutions.


As a Christian, Kyle lets his values and beliefs permeate all that he does, including both his personal and business relationships. 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 in other Christian organizations, and he actively serves on multiple missionary trips, church committees, and teaches in ministry education. Serving as a Board Member for the Aldine Education Foundation, Kyle is additionally a devoted volunteer.


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

Read more


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