Author:
Mark Albert, CEA, EPC

Book: Ready, Reset, Refocus; Preparing for Retirement

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The book "Ready, Reset, Refocus: Preparing for Retirement" was written by Mark Albert. He is a financial consultant, Certified Executor Advisor (CEA), and Elder Planning Counselor (EPC) in the Niagara Region of Ontario, Canada. He published the book in 2018.

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Here's a summary of what the book generally aims to cover, based on information available:

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• Target Audience:

  • It's designed for the "average person" who is approaching or thinking about retirement, rather than financial professionals or those seeking highly technical details.

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• Purpose:

  • The author's goal is to simplify important financial concepts and strategies, encouraging readers to take action and better prepare for their retirement years.

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• Themes:

  • While specific chapter details aren't widely available, the general themes revolve around:

    • Financial Planning:

      • Providing guidance on key financial concepts and strategies for retirement.

    • Motivation and Action:

      • Encouraging readers to actively engage in their retirement planning.

    • Financial Flexibility and Independence:

      • Aiming to help readers achieve a certain level of financial freedom in retirement.

• Approach:

  • Mark Albert's approach is described as practical and encouraging, focusing on motivating individuals to take control of their financial future. He aims to make complex financial topics understandable and actionable.

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Based on the author's background and the book's stated purpose, it likely covers foundational aspects of retirement planning, potentially including:

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• Setting retirement goals

• Understanding different savings and investment vehicles

• Budgeting for retirement

• Managing debt

• Considering basic estate planning concepts

 

It's important to note that while the book aims to provide valuable insights, it's generally recommended to consult with a qualified financial advisor for personalized advice tailored to your unique situation.