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Retirement Made Simple

Everything You Need to Know

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Retirement Made Simple

By: Noel Whittaker
Narrated by: Daniel Moore
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About this listen

"You can’t go back and change the beginning, but you can start where you are and change the ending."

Retirement can be a jungle of decision-making. Acclaimed personal finance author Noel Whittaker will help guide you.

What sort of assets to invest in? How long will your money last? Are you eligible for any age pension? Is downsizing right for you? How much should you spend now, and how much would you like to leave to your kids? Add the challenges of finding the right advice, understanding new products that keep evolving, estate planning, volatile markets, unexpected events such as the global financial crisis and COVID-19, and continual changes to our tax, superannuation, age pension, and aged care regulations…

Above all, how do you value and nurture your greatest assets - your health and your relationships?

This book will be your guide for the rest of your life. In the simple style for which Noel is renowned, the book covers all the above topics and many more. It will become your indispensable guide on what we hope will be a happy, healthy, and prosperous retirement.

©2021, 2022 Noel Whittaker (P)2022 Noel Whittaker
Personal Finance

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Great Book

Clarified many issues which were on my mind. The mix of finance and living a full life gave me some clarity.

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1 person found this helpful

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Fantastic

Great speaker. Excellent easy to understand information with specificity to those who need it most.

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Simple? I Don't Think So (but not author's fault)

There is no doubt that Whittaker is an expert in his field. Unfortunately, he still chose to attach his brand tagline '...Made Simple' to this book. There is nothing simple about the detailed content of this tome of a book. Yes, it does well to <simplify> what is otherwise a nightmare of rules, regulations, calculations, exceptions, counter-exceptions, specifics and generalities...but my overwhelming impression after listening is that the Australian taxation and welfare system is ridiculously complex.

My best takeaway is: don't attempt to manage retirement finance alone - get expert help! (At least this book will arm you to have semi-sensible conversations with said experts!)

The general/philosophical (aka 'fatherly') advice is offered tastefully and respectfully.

I suspect that this book will date in some of the legislated specifics - another reason to get up-to-date expert advice.

Finally, this book is squarely intended for over-60s Australians or those contemplating a 'traditional' retirement. Although there are some attempts to acknowledge a broader definition of 'retirement', it certainly doesn't cater for anyone from FIRE who sees 'RE' entirely differently. This is probably expected, but it was slightly disappointing for a (quote) "Everything You Need To Know" bible.

Excellent narration by Daniel Moore, despite it being a bit of a slog due to the large amount of ground covered.

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Drew my attention to the Complexities of retirement and has galvanised me to investigate more!

Engaging reading style. Shed light on the business of retirement and how a little preparation may go a long way

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Helpful and realistic information

Neil is someone I have read previous books and followed for a long time. In this book it is all very practical advice laid out in an easy to follow format

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