Planning for Survival

The Great Retirement Conundrum

By: Jay H. Levy

Narrated by: Theresa Bakken

Have you ever wondered if you're on track and doing the right things when it comes to your financial future?

It used to be that financial planning was reserved for the ultra-wealthy. That is no longer the case. Not only are the markets volatile, but the world is, as well. Financial life planning is no longer a luxury, but rather an absolute necessity for anyone who would like to retire one day.

This engaging guide walks you through each phase of your financial life cycle. It covers everything from teaching your children about money, to college planning, all the way to income and legacy planning in retirement. The book highlights issues to consider at each stage of your financial life and provides easy-to-follow action steps at the end of each chapter to get you started. These simple steps reinforce key points and assist you in implementing what you learn.

Jay's 25 + years of experience gives him unique insight into exactly what it takes to successfully navigate your financial life. His conversational style never leaves you bogged down in "financial-ese". Everyone, regardless of age or where they are on in their financial journey, will benefit from this quick and easy listen.

©2020 Jay H. Levy (P)2020 Jay H. Levy

Exceptional book

It is a great book with a lot of resources. If you have no idea about financial planning it can be your motivational guide. Definitely enjoyed it.