Retire Securely: Insights on Money Management

by Julie Jason

A curated collection of the best retirement advice from financial advisor Julie Jason’s acclaimed nationally syndicated column.
 
Being able to retire securely, with enough income to last—and allow you to enjoy—your post-work life, is a major concern not only for seniors, but for everyone. And you shouldn’t wait for the last minute to plan. To make sure you’re ready, take the advice of Julie Jason, an internationally recognized authority on retirement savings whose popular column receives fan mail . . . with plenty of questions. Organized in 10 sections, each following a theme, Retire Securely is her accessible, easy-to-read collection of need-to-know facts about a process that can be intimidating to even the most knowledgeable investors. Jason discusses investor protection, estate planning, college, 401(k)s and IRAs, the stock market, and more!

Winner  
 

328 pages, Paperback

First published April 3, 2018

Reviews

[Jay French · Rating 3 out of 5]

Jason has provided a compilation of articles she has written on personal finance topics, organized by theme. I am well read in popular personal finance and retirement planning books, and a majority of the information presented here is covered in other places. Jason does a nice job of organizing the information, and I found that at times she tended to drill a little deeper on topics than, say a Money magazine article. While some times this was useful, at times she included information appropriate when written, such as a discussion on changed savings limits that have, or could, change again in the future. Also, a few topics strayed from the titular intent of this book, such as college funding. Still, overall a good reminder of the issues found when planning for retirement. Two and a half stars, rounded up.

[Steve Fox · Rating 2 out of 5]

I listened to this audio book, however I did find myself skipping sections. It is basically a collection of newspaper advice columns written by the author, Julie Jason, and published into a book around topics. There is a lot of good, general, advice to be sure. But some was a bit outdated and much of the rest I feel like I have read/learned on my own previously by reading newspapers daily. I do not consider myself a financial planning expert but even I knew most of this.

[William Ball · Rating 3 out of 5]

Informative if you're unfamiliar with the subject matter, has insightful questions if this is not your first time around the rodeo. Little professional advisor takeaways.