Why am I passionate about this?
As a wealth advisor for over 37 years, I find many people reach retirement lacking clarity and confidence. Traditional financial advice often focuses on things that are unknowable, uncontrollable, and frankly don’t matter that much. While sound technical investment, estate, and tax planning are critical, the soul’s need for meaning and purpose are as important as sound financial plans. The path to true financial peace may be simpler than you think. These books can help you focus on the fewer, more critical things so that you can thrive in retirement and free yourself from financial media which is not in business to support your vision of a meaningful life.
Jeff's book list on financial peace in retirement
Why did Jeff love this book?
Bob Buford introduced me to this book at the Halftime Institute in 2013.
I found this book when I was going through a difficult season - a “falling". This book has helped me understand that much of what we judge as challenges or “falling” is the raw material for personal and spiritual growth.
And that through the wisdom and insights of these challenges, the second half can be a time of great joy and excitement. I re-read it annually.
4 authors picked Falling Upward as one of their favorite books, and they share why you should read it.
A fresh way of thinking about spirituality that grows throughout life In Falling Upward , Fr. Richard Rohr seeks to help readers understand the tasks of the two halves of life and to show them that those who have fallen, failed, or "gone down" are the only ones who understand "up." Most of us tend to think of the second half of life as largely about getting old, dealing with health issues, and letting go of life, but the whole thesis of this book is exactly the opposite. What looks like falling down can largely be experienced as "falling upward."…
- Coming soon!