90 books like What Retirees Want

Travel and writing are my two great passions. Since I was a child, I escaped reality by escaping into my own mind. I had relied on my stories of the warrior queens ever since I learned about them as a child. It was only a few years ago, when I lived in Geneva, that I had a memory flash at me of the statue of Queen Lakshmi Bai of Jhansi on a rearing horse with a curved sword held in one hand. I knew then that it was time to tell a story—my own story and that of my favorite warrior queens.

When I was about 8, I remember taking all the money out of my piggy bank, counting it, and carefully putting it back in again. My sister called me Ms. Moneybags. But I wasn’t worried about accumulating money. I was fascinated by money’s pure potential. I could do anything with it! From that early interest in the potential of money, I grew to be an avid reader of financial books–and that led to a surprise career as a money writer. I still love to think about money’s potential and the best ways to allocate that potential, and I love to bring my readers with me on the fascinating journey.

I’ve lived in four states because of corporate transfers. My background is college teaching/administration, and for each relocation, I found a new job, house, and social groups. This is what retirement is about, the opportunity to learn, re-invent, re-define yourself, and pursue new opportunities and passions. My biology/psychology/relocation background prepared me to address the non-financial aspects of retirement, and I know CPAs/CFPs willing to share their financial expertise. I’ve authored five retirement books, I’m the “Healthy Living” columnist for a magazine, and I’ve been speaking/writing about retirement for the past 22 years. I have a B.S., an M.Ed., and I’m ABD for my doctorate. I can also speak backwards fluently!

I’ve lived in four states because of corporate transfers. My background is college teaching/administration, and for each relocation, I found a new job, house, and social groups. This is what retirement is about, the opportunity to learn, re-invent, re-define yourself, and pursue new opportunities and passions. My biology/psychology/relocation background prepared me to address the non-financial aspects of retirement, and I know CPAs/CFPs willing to share their financial expertise. I’ve authored five retirement books, I’m the “Healthy Living” columnist for a magazine, and I’ve been speaking/writing about retirement for the past 22 years. I have a B.S., an M.Ed., and I’m ABD for my doctorate. I can also speak backwards fluently!

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.

I’ve been writing about birth for decades – how it became a medical process, managed by a surgical specialty in a factory-like setting. I’ve worked with contemporary midwives who are trying to reclaim birth, to move it back home, back to physiological and loving care. And over and over again, I see the similarities to the other gate of life – how death and dying also left home and went into the hospital, where people die, as they birth, pretty much alone – with perhaps a ‘visitor’ allowed. Covid made it worse – but in birth and death, it allowed the hospitals to return to what medicine considered essential: medical procedures, not human connections. 

As a life coach and author of two dozen self-help books, I’ve spent the past twenty years helping people prepare for, plan, and go through major life changes, such as the transition to retirement. I’ve interviewed dozens of retirees about the challenges and opportunities they’ve experienced during their retirement. I’ve designed this guide so you can be strategic in choosing your path, overcome challenges, and make adjustments to make the most of this chapter of your life.

I am a veteran semi-retired Canadian financial journalist who has long made a distinction between the terms “Retirement” and “Financial Independence.” I  recently turned 70 and have been financially independent since my early 60s BUT I am not yet retired. I coined the term Findependence in my financial novel Findependence Day, and since 2014 have been running the Financial Independence Hub blog, with new blogs every business day.

I’ve been rather fixated with money and finances since I was a kid beating my friend's parents at Monopoly. I majored in economics and had a few rough years financially graduating into the depths of the great recession in 2010. In 2013 I completed my Master’s in finance and economics, took a day job in economic research, and have been moonlighting as a finance writer for the past five years.  

My mom was an anthropologist, and when I was two, she took me to Sri Lanka, the island off the tip of India. After years of insisting that I wanted nothing to do with any social science, let alone anthropology, I ended up in graduate school studying… anthropology. Long story. Having taken up the family mantel, I returned to the village where I lived as a child and asked what had changed in the intervening years. Since then, my Sri Lankan interlocutors have suggested book topics that include labor migration, the use and abuse of alcohol, the aftermath of the Indian Ocean Tsunami, and the challenges of aging.