Maintaining financial wellness is key to a stress-free and fulfilling retirement. In this month’s OutreachNC newsletter, our feature article is on financial stability and security in what many feel is an uncertain time. The markets are up and down. The political climate is challenging for many, and the global economy feels as uncertain as the American climate.
Whether you’re just entering retirement or well into your golden years, the right guidance can help you navigate this chapter with confidence. Here are five excellent books—two timeless classics, two contemporary standouts, and one lesser-known gem—each offering essential wisdom on financial fitness for seniors.
Here are 5 Books for a Secure, Satisfying Retirement:
- The New Retirementality by Mitch Anthony
This classic reframes retirement as a dynamic, purpose-driven stage of life rather than a final stop. Anthony combines financial advice with life planning to help seniors build a retirement that’s meaningful and flexible. - Your Money or Your Life by Vicki Robin & Joe Dominguez
This transformative book teaches readers to rethink their relationship with money and live more intentionally. It’s especially powerful for retirees seeking fulfillment and simplicity over accumulation. - How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement by Christine Benz
This recent release offers a balanced approach to financial preparedness, emotional readiness, and lifestyle planning in retirement. - In This Economy? by Kyla Scanlon
This witty, modern guide helps readers decode today’s economic shifts—ideal for retirees trying to make sense of markets and money. - Personal Finance for Seniors by Frank K. Wood
This lesser-known but incredibly practical book is tailored specifically to the needs of older adults—covering everything from taxes to estate planning.
We’ve included classics, new hits and a book or two you may not have heard of. All of them are classics and can help any senior navigate a healthy, happy financial future.
Finally, remember what Warren Buffet famously said:
“Do not save what is left after spending, but spend what is left after saving.”
A timeless principle that becomes even more vital during retirement: protect your nest egg by prioritizing savings.
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