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Stress Free Retirement

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Using Fixed Index Annuities to preserve retirement funds.

103 pages, Kindle Edition

First published January 1, 2013

27 people are currently reading
129 people want to read

About the author

Patrick Kelly

104 books16 followers
Librarian Note: There are more than one author in the Goodreads database with this name.

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5 stars
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4 stars
30 (34%)
3 stars
12 (13%)
2 stars
6 (6%)
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5 (5%)
Displaying 1 - 16 of 16 reviews
Profile Image for Ruben.
84 reviews
July 21, 2023
Very easy and informative book on Fixed Indexed Annuities.
Profile Image for Marie Olsen.
25 reviews3 followers
December 8, 2020
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.
Profile Image for Joe Thompson.
31 reviews1 follower
January 11, 2021
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”.
Profile Image for Charity (Booktrovert Reader).
871 reviews683 followers
October 13, 2020
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.
Profile Image for Eric.
82 reviews
January 19, 2024
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.
Profile Image for Johnson Michael.
7 reviews
March 5, 2019
A good introduction on Fixed Indexed Annuities. Some of the things said in the book seems too good to be true.
Profile Image for Katherine Rupley.
Author 2 books17 followers
October 17, 2019
Really good information that reiterated information learned in a Retirement planning class. All about the truth and usefulness of a Fixed Index Annuity.
65 reviews
December 26, 2020
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.
Profile Image for Tammy Simons.
32 reviews
February 9, 2023
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
Profile Image for Todd Luallen.
260 reviews1 follower
May 21, 2015
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.
Profile Image for Adam.
1,157 reviews25 followers
December 26, 2014
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.
363 reviews1 follower
September 3, 2015
Fixed-index annuities: one good thing to invest in, especially if you're nearing or in retirement.
Profile Image for Kerr Howell.
263 reviews1 follower
Read
February 10, 2016
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.
Profile Image for Steve Caldwell.
30 reviews2 followers
April 4, 2021
Great book. Very short, simple but full of great facts about Fixed Index Annuities. Suoer read.
Displaying 1 - 16 of 16 reviews

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