Stress-Free Retirement

by Patrick Kelly

Using Fixed Index Annuities to preserve retirement funds.

Genres: Nonfiction, Business, Money

133 pages, Unknown Binding

First published January 1, 2013

About the author

Librarian Note: There are more than one author in the Goodreads database with this name.

Reviews

[Ruben]

Very easy and informative book on Fixed Indexed Annuities.

[Marie Olsen]

There seems to be a lot of information, and the premise is good, trying to help you earn more on your investment income.

I felt like there was a lot of fuzzy math throughout. One which I totally disagreed with but to the naked eye served his point well.

[Joe Thompson]

Well written and a fun read. However, the whole book is a sales pitch on Fixed Indexed Annuities. For what it is, I actually enjoyed reading it. But the title is a little misleading - the title should have been “Why you should buy a Fixed Indexed Annuity”.

[Rich Rice]

Total commercial on FIA’s…waste of time

[Charity (Booktrovert Reader)]

Even though I am no close to retiring, this is a great educational read to prepare you a better for retirement. This book breaks down like this. How people lose money and a suggested strategy on how to prevent it. This book is a informative nugget in the educational bank of preparing for retirement.

[Eric]

The only guaranteed gains that I found in this book were the initial commission (i.e. surrender charge) to the broker that sells the product to the client, and the slice given to the insurance company that created the offered FIA.

[Johnson Michael]

A good introduction on Fixed Indexed Annuities. Some of the things said in the book seems too good to be true.

[Katherine Rupley]

Really good information that reiterated information learned in a Retirement planning class. All about the truth and usefulness of a Fixed Index Annuity.

[Greg Koontz]

Lots of good information.
BUT as Kelly says, "Do you own research!"
Every ones situation is different and only a professional can help you through the maze.

[Tammy Simons]

A great guide to use to prepare yourself for retirement. I got this book to help me know what grounds I need to make sure are covered

[Debbie Bise]

This was such good information that every retired person needs to make an informed decision.

[Susan Walters]

A great book for anyone over the age of 50 thinking about retirement

[Todd Luallen]

At the time this book came out it was not being offered for sale. It was offered as a free gift for those that were willing to discuss working with Patrick Kelly and his financial planning group. I was training for my financial planning education at the time and was just interested to see what he had to say about annuities. The book was not as interesting or informative as the previous two books, but it was still well written and easy to understand.

[Adam]

Easy read. Clear ideas, clear writing. He kept saying he wasn't out to teach all the nuances but for someone willing to buy a book I think it warrants a little more backend information on the topic he presents.

[Larry Wegman]

Fixed-index annuities: one good thing to invest in, especially if you're nearing or in retirement.

[Kerr Howell]

I love the information in this book. I think that If you are looking for great options to set up retirement, this is a great resource to have.

[Steve Caldwell]

Great book. Very short, simple but full of great facts about Fixed Index Annuities. Suoer read.