First published 2025
Charles Ellis tackles the maze of retirement investing with a direct, no-nonsense approach. He strips away the mythology surrounding investment managers and exposes the emotional traps that derail sound financial decisions. Ellis makes the case for index funds as the smart investor's tool and walks readers through counterintuitive moves like delaying Social Security until age 70. The book delivers three core steps for investment success: building a withdrawal strategy that lasts until age 100, maximizing returns through tax reduction and diversification, and adopting a passive strategy that lets market forces work. Ellis transforms complex financial concepts into actionable guidance for people preparing for or already living in retirement.
Genres: business, non-fiction, finance, personal-finance
Vibes: informative, practical, thought-provoking
Tropes: financial-advice, self-help
117 pages · Kindle Edition · Wiley